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 a focus on teamwork.
- Why this job: Kickstart your career in financial services with a unique rotational training programme.
- Qualifications: A-Level education or equivalent, 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 Graduate
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).
- Minimum of GSCE level 5 in English and Maths
- 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.
Graduate Financial Planning Opportunity 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 Graduate Financial Planning Opportunity in Kettering
✨Tip Number 1: Tap Into Professional Networks
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✨Tip Number 4: Apply Directly on Company Websites
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We think you need these skills to ace Graduate Financial Planning Opportunity in Kettering
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Titan Wealth Holdings Limited and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Titan Wealth Holdings Limited how you can be a team player!
How to prepare for a job interview at Titan Wealth Holdings Limited
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
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If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Titan Wealth Holdings Limited.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Titan Wealth Holdings Limited's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
