Foundation Trainee: Client Support & Paraplanning

Titanwh; Kettering; On-site; GBP 18,000 - 24,000; Full time

Benefits offered by this job

Competitive salary

Company pension

Hybrid working

Private medical insurance

Annual leave 25 days

Training and development support

Employee assistance programme

Volunteering days

Job summary

Titan Wealth is offering a Foundation Trainee role in Kettering as part of a structured six-month development programme. This full-time, office-based position provides hands-on experience across Client Support and Paraplanning, with rotation into both areas to build a solid foundation in financial planning and regulatory environments.

During the programme you will spend three months in Client Support and three months in Paraplanning, with progression reviewed to determine a permanent role in

Qualifications

• Educated to A-Level standard (or equivalent).
• Minimum of GCSE 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.

Responsibilities

• Answering client calls, updating records, processing instructions, and liaising with providers.
• Preparing annual reviews and suitability documents for adviser meetings.
• Maintaining accurate back-office records and supporting compliance.
• Participating in two six-month rotations across Client Support and Paraplanning.

Skills

Excellent written and verbal comms

Organisational skills

Attention to detail

MS Office proficiency

Multitasking ability

Positive attitude and willingness to学习

Education

A-Level standard (or equivalent)

GCSE English & Maths grade 5

Tools

Microsoft Office

Job description

Titan Wealth is offering a Foundation Trainee role in Kettering as part of a structured six-month development programme. This full-time, office-based position provides hands-on experience across Client Support and Paraplanning, with rotation into both areas to build a solid foundation in financial planning and regulatory environments.

During the programme you will spend three months in Client Support and three months in Paraplanning, with progression reviewed to determine a permanent role in