At a Glance
- Tasks: Join a dynamic team and gain hands-on experience in financial planning and client support.
- Company: Titan Wealth, a fast-growing wealth management business with a collaborative culture.
- Benefits: Competitive salary, generous leave, hybrid working, and professional development support.
- Other info: Inclusive environment with opportunities for growth and community involvement.
- Why this job: Kickstart your career in financial services with a structured training programme and real impact.
- Qualifications: A-Level education, strong communication skills, and a desire to learn.
The predicted salary is between 42750 - 52250 £ per year.
Titan Wealth is a fast-growing wealth management business, both in the UK and internationally.
It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions.
We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term.
Are you looking to build a long-term career in financial planning and wealth management?
Titan Pensions & Investments is seeking a motivated and ambitious
Foundation Trainee to join our team on a structured six-month development programme. This unique rotational role has been designed to provide hands-on experience across both our
Client Support and
Paraplanning functions, giving you a comprehensive introduction to financial planning, client servicing, advice delivery and the regulatory environment.
This is a full time office based role in Kettering.
During the programme, you will spend approximately
- 3 months within Client Support
- 3 months within Paraplanning
At the end of the programme, your performance, strengths, career aspirations and business requirements will be assessed to determine progression into a permanent role within either the
Client Support or
Paraplanning team.
This is an excellent opportunity for someone looking to establish a career within financial services and gain exposure to multiple areas of a successful wealth management business.
About the role
Client Support Rotation
During your Client Support placement, you'll learn how to deliver an exceptional client experience by:
- Answering incoming calls from clients and providers professionally and efficiently.
- Maintaining and updating client records across internal systems.
- Processing client instructions, including withdrawals, contributions, valuations and reporting requests.
- Liaising with platform providers and product providers to obtain information and resolve queries.
- Submitting and tracking new business applications.
- Investigating and progressing outstanding cases through to completion.
- Providing regular updates to clients and advisers.
- Supporting periodic activities such as annual tax packs and client reporting.
- Developing a strong understanding of client service standards and operational processes.
- Paraplanning Rotation
During your Paraplanning placement, you'll gain exposure to the technical side of financial planning by:
- Preparing annual review packs and supporting documentation for adviser meetings.
- Assisting in the preparation of suitability reports and recommendation documents.
- Conducting product, fund and provider research.
- Supporting cashflow modelling and financial planning analysis.
- Preparing new business submissions and platform instructions.
- Maintaining accurate records across back-office systems.
- Learning financial planning processes, compliance requirements and advice standards.
- Developing technical knowledge across pensions, investments and protection planning.
About you
Essential
- Educated to A-Level standard (or equivalent).
- Excellent written and verbal communication skills.
- Strong organisational and time management abilities.
- High attention to detail and accuracy.
- Good working knowledge of Microsoft Office applications.
- Ability to manage multiple priorities in a busy environment.
- Positive attitude and genuine desire to learn and develop.
Desirable
- Interest in financial services and financial planning.
- Previous customer service or administrative experience.
- Awareness of pensions, investments or personal finance.
- Interest in studying towards professional financial planning qualifications.
About You
We're looking for someone who is curious, proactive and eager to build a successful career in financial services.
You'll be someone who
- Is Curious and Keen to Learn
- Enjoys developing new skills and knowledge.
- Asks questions and seeks feedback.
- Takes ownership of their personal development.
- Communicates Effectively
- Can communicate professionally with clients, providers and colleagues.
- Adapts their communication style to different audiences.
- Demonstrates empathy and professionalism when handling enquiries.
- Takes Ownership
- Takes responsibility for assigned tasks.
- Follows work through to completion.
- Provides updates and escalates issues when required.
- Looks for solutions and ways to improve processes.
- Works Well as Part of a Team
- Builds positive working relationships.
- Collaborates effectively across departments.
- Contributes positively to team culture and shared objectives.
- Pays Attention to Detail
- Produces accurate, high-quality work.
- Follows established processes and procedures.
- Maintains excellent standards of record keeping and documentation
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 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.
- Terms
- Competitive salary
- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
- 25 days Annual Leave + public holidays
- Buy and sell holidays up to 5 days
- Office Christmas close (3-days)
- A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.
- Hybrid working
- Further education and training support
- Discretionary performance related bonus
- Confidential Employee Assistance Programme
- 2 days per year for voluntary work
- 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.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information.
These tools assist our recruitment team but do not replace human judgment.
Final hiring decisions are ultimately made by humans.
If you would like more information about how your data is processed, please contact us.
Foundation Trainee Financial Services in Kettering employer: Titan Wealth Holdings Limited
Titan Wealth is an exceptional employer, offering a dynamic work environment that fosters creativity, collaboration, and commitment. With a strong focus on employee growth, the company provides extensive benefits including a competitive salary, attractive pension scheme, and support for further education, all while promoting a culture of inclusivity and flexibility. Located in the UK and South Africa, Titan Wealth empowers its employees to drive meaningful change and achieve their professional ambitions within a rapidly growing wealth management business.
Contact Details:
Titan Wealth Holdings Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Foundation Trainee Financial Services in Kettering
✨Get Involved with University Events
Trainee roles in financial controlling often pop up through university career fairs and networking events. Join finance-related societies at your university so you can mingle with professionals and get the insider scoop on who’s hiring. Plus, these events often have companies like Titan Wealth Holdings Limited actively scouting for fresh talent, so get your face out there!
✨Show Off Your Excel Skills
Financial controlling is all about crunching numbers and analysis, so make sure you highlight any relevant skills, especially in Excel. Consider creating a portfolio showcasing your analytical projects or even doing a small financial analysis on a company like Titan Wealth Holdings Limited. This will not only impress them but also show you’re proactive!
✨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
Many firms, including Titan Wealth Holdings Limited, have partnerships with universities for trainee positions. Make sure you utilise your university's career services to get access to exclusive openings and even mock interview practice. Don’t just submit your application blindly—tap into this resource to maximise your chances of landing that trainee position.
We think you need these skills to ace Foundation Trainee Financial Services in Kettering
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!
Quantify Your Experience:Employers love numbers! When describing any work experience or projects on your CV, try to include metrics or results. For example, if you managed a budget or helped cut costs for a project, mention how much you saved or increased efficiency. This shows you can make an impact.
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 can help you grow your skills and knowledge in the field.
Tailor Your Application to Titan Wealth Holdings Limited:When applying, it’s vital to tailor your CV and cover letter to reflect the values and goals of Titan Wealth Holdings Limited. 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
✨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.
✨Know Your Tools
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.
