Trainee Financial Planner

Titan Wealth Holdings

Trainee Financial Planner providing client advisory within Titan Wealth's wealth management services. Engaging with clients to build relationships and support their financial planning needs.

Posted 7/15/2026full-timeBirmingham • 🇬🇧 United KingdomEntry LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in delivering financial planning advice, ensuring compliance with FCA regulations, and maintaining high-quality client documentation. Strong relationship-building and communication skills are essential for identifying client needs and achieving revenue targets.

Highest-signal resume keywords

Diploma In Regulated Financial PlanningFinancial Services ExperienceClient-Facing Financial PlanningCashflow ModellingRelationship-Building Skills

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Strong CommunicationAttention To DetailProactive Mindset

Certifications & Qualifications

Diploma In Regulated Financial Planning

Industry Keywords

FCA RegulationsWealth PlanningClient ReviewsAdvice IncomeTarget-Driven Environment

About the role

Key responsibilities & impact

Deliver financial planning advice to an existing portfolio of clients (typically up to £250k in investable assets)
Conduct client reviews and ongoing servicing conversations
Support the conversion of existing clients onto ongoing service propositions
Build relationships and identify additional client needs across wealth planning areas
Generate advice income and contribute to revenue targets
Collaborate with internal teams across the wider Titan group to identify opportunities
Ensure all advice is compliant with FCA regulations and internal processes
Maintain accurate and high-quality client documentation and reporting
Continue developing technical knowledge and industry expertise

Requirements

What you’ll need

Hold the Diploma in Regulated Financial Planning (Level 4 or equivalent) *(essential)*
Have experience within financial services (e.g. paraplanning, client support, account management, mortgage advice)
Are looking to transition into a client-facing financial planning role
Have strong communication and relationship-building skills
Are motivated by long-term career progression within financial planning
Have a proactive mindset and strong attention to detail
Are comfortable working in a target-driven, client-focused environment
Cashflow modelling experience (Desirable)
Ambition to progress towards Chartered status (Desirable)

Benefits

Comp & perks

Competitive salary
Private Medical Insurance post probation
Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
25 days Annual Leave (plus buy and sell up to 5 days)
Office Christmas close (3-days)
Life Assurance
Health cash plan
Hybrid working
Discretionary performance related bonus
Employee Assistance Programme
And lots of flexible benefits to choose from!