Foundation Trainee Paraplanner — Wealth Planning Path

Titanwh; Kettering; On-site; GBP 21,000 - 27,000; Full time

Benefits offered by this job

Hybrid working

Competitive salary

25 days Annual Leave + public holidays

Private medical insurance (range of)

Job summary

Titan Wealth in Kettering is seeking a motivated Foundation Trainee to join a structured six-month development programme. This office-based role provides hands-on experience across Client Support and Paraplanning, with a view to progression into a permanent role in either team.

During the programme you will rotate 3 months in Client Support and 3 months in Paraplanning. This is an excellent opportunity to start a long-term career in financial services and wealth management.

Qualifications

• Educated to A-Level standard (or equivalent).
• Minimum of GCSE level 5 in English and Maths.
• Excellent written and verbal communication skills.
• Strong organizational 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.
• Desirable: previous customer service or administrative experience.
• Desirable: awareness of pensions, investments or personal finance.
• Desirable: interest in studying towards professional financial planning qualifications.

Responsibilities

• 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.
• 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.

Job description

Titan Wealth in Kettering is seeking a motivated Foundation Trainee to join a structured six-month development programme. This office-based role provides hands-on experience across Client Support and Paraplanning, with a view to progression into a permanent role in either team.

During the programme you will rotate 3 months in Client Support and 3 months in Paraplanning. This is an excellent opportunity to start a long-term career in financial services and wealth management.