Trainee Financial Planner: Client-Facing Growth Path

Titan Wealth Holdings Limited; Wigan; Hybrid; GBP 30,000 - 50,000; Full time

Benefits offered by this job

Private Medical Insurance

Attractive Employee Pension Scheme

25 days Annual Leave

Life Assurance

Health cash plan

Discretionary performance related bonus

Employee Assistance Programme

Job summary

Titan Wealth Holdings Limited is seeking a Financial Planner to deliver comprehensive financial planning advice to clients. This position offers a structured development pathway and the opportunity to foster client relationships while working in a collaborative environment.

The ideal candidate will hold a Diploma in Regulated Financial Planning and possess experience in financial services. Benefits include competitive salary, private medical insurance, and a hybrid working model.

Qualifications

• Experience in financial services such as paraplanning, client support, or account management.
• Motivation for long-term career progression in financial planning.
• Comfort in target-driven and client-focused environments.

Responsibilities

• Deliver financial planning advice to clients with investable assets.
• Conduct client reviews and ongoing servicing conversations.
• Support conversion of clients onto ongoing service propositions.

Skills

Communication skills

Relationship building

Attention to detail

Proactive mindset

Education

Diploma in Regulated Financial Planning (Level 4 or equivalent)

Job description

Titan Wealth Holdings Limited is seeking a Financial Planner to deliver comprehensive financial planning advice to clients. This position offers a structured development pathway and the opportunity to foster client relationships while working in a collaborative environment.

The ideal candidate will hold a Diploma in Regulated Financial Planning and possess experience in financial services. Benefits include competitive salary, private medical insurance, and a hybrid working model.