At a Glance
- Tasks: Deliver financial planning advice and build relationships with clients.
- Company: Join Titan Wealth, a rapidly expanding financial services company.
- Benefits: Enjoy competitive salary, private medical insurance, and flexible working options.
- Other info: Collaborative environment with a commitment to diversity and inclusion.
- Why this job: Kickstart your career in financial planning with hands-on experience and structured progression.
- Qualifications: Diploma in Regulated Financial Planning and experience in financial services required.
The predicted salary is between 27000 - 33000 £ per year.
The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It’s an inspiring time to join the team!
Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals.
This is a fantastic opportunity for Diploma-qualified individuals currently working in roles such as Paraplanning, Client Management, Mortgage Advice, or Financial Services Administration, who are looking to take the next step into a Financial Planner position. You will begin in a supported, desk-based advisory role, working with an established client bank and gaining hands-on experience delivering advice, building relationships, and developing towards full Financial Planner status. We offer a structured development pathway, with clear progression through to full advisory and beyond, supported by experienced leadership and a highly collaborative environment.
Career Development
- Structured progression from trainee/advisory support into full Financial Planner roles
- Exposure to real client relationships from the outset
- Ongoing training, mentoring, and support from experienced advisers
Responsibilities
- 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
Who We’re Looking For
This role is ideal for individuals who:
- 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
Desirable:
- Cashflow modelling experience
- Ambition to progress towards Chartered status
Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:
- Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.
- Commitment – we are a team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.
- Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.
Some of our benefits:
- 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!
The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.
Trainee Financial Planner - Wigan employer: Titan Wealth Holdings Limited Careers
Titan Wealth is an exceptional employer, offering a dynamic work environment in Edinburgh and Inverurie that fosters creativity, commitment, and collaboration. With a strong focus on employee growth, we provide comprehensive benefits including a competitive salary, attractive pension scheme, and support for further education, all while promoting a culture of inclusivity and flexibility. Join us to make a meaningful impact in wealth management and enjoy the opportunity to thrive in your career.
Contact Details:
Titan Wealth Holdings Limited Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Financial Planner - Wigan
✨Get Involved with University Events
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✨Leverage Professional Networks
Connect with professionals in the financial controlling space through platforms like LinkedIn. Join finance groups and participate in discussions. Even better, search for mentors who can guide you through the maze of securing a trainee role. It’s all about building those connections!
✨Apply through Your University
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We think you need these skills to ace Trainee Financial Planner - Wigan
Some tips for your application 🫡
Show Off Your Academic Credentials:In the financial controlling world, your grades matter! Highlight your academic achievements, especially in relevant subjects like finance, accounting, or economics in your CV. If you’ve completed any finance-related courses or certifications, don’t shy away from boasting about them!
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Express Your Passion in the Cover Letter:As a trainee, your eagerness to learn is crucial. Use your cover letter to convey your enthusiasm for finance. Share what intrigues you about financial controlling and how this role at Titan Wealth Holdings Limited Careers can help you grow your skills and knowledge in the field.
Tailor Your Application to Titan Wealth Holdings Limited Careers:When applying, it’s vital to tailor your CV and cover letter to reflect the values and goals of Titan Wealth Holdings Limited Careers. Mention specific projects or initiatives of the company that resonate with you. Personalising your application shows you’ve done your research and are genuinely interested in being part of their team.
How to prepare for a job interview at Titan Wealth Holdings Limited Careers
✨Master the Numbers
Finance ain't just about the glitzy spreadsheets! Brush up on your numerical skills and be prepared for some practical case questions. Expect scenarios where you’ll need to crunch some numbers to analyse financial scenarios—it’s a big part of the trainee role in financial controlling.
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Familiarise yourself with financial software and tools commonly used in the industry like SAP or Excel. During the interview, you might be quizzed on your experience with these tools and how you would use them to streamline financial reporting or budgeting processes.
✨Show Your Willingness to Learn
As a trainee, your potential is just as important as your current skills. Be prepared to talk about your eagerness to learn and grow in the role. Sharing examples of how you've picked up new skills in the past can show that you’re adaptable and ready for the challenges ahead!
✨Ask Smart Questions
Tailor your questions to show you understand the financial controlling field—think about how the company handles its financial reporting processes or ask about the specific tools they use. This not only demonstrates your interest but gives us insight into your analytical thinking and engagement with the role at Titan Wealth Holdings Limited Careers.
