Trainee Financial Planner - Hybrid, Path to Chartered

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

Benefits offered by this job

Private Medical Insurance

Attractive Employee Pension Scheme

25 days Annual Leave

Hybrid working

Performance related bonus

Job summary

Titan Wealth Holdings Limited is expanding rapidly and seeking Diploma-qualified individuals for a Financial Planner position. The role involves delivering financial planning advice and working with an established client bank to develop into a full Financial Planner.

Candidates should have a background in financial services and strong communication skills, with a commitment to long-term progression. The company offers structured career paths and a supportive working environment in an inclusive

Qualifications

• Diploma-qualified individual with financial services experience is essential.
• Experience in roles like Paraplanning, Client Management, or Mortgage Advice.
• Proactive mindset and strong attention to detail are required.

Responsibilities

• Deliver financial planning advice to clients with investable assets.
• Conduct client reviews and servicing conversations.
• Support conversion of clients to ongoing service propositions.
• Identify client needs across wealth planning areas.
• Generate advice income and contribute to targets.
• Collaborate with internal teams for opportunities.
• Ensure compliance with regulations and maintain documentation.
• Continue developing technical knowledge and expertise.

Skills

Client management

Financial planning

Communication skills

Attention to detail

Relationship building

Education

Diploma in Regulated Financial Planning (Level 4 or equivalent)

Tools

Cashflow modelling

Job description

Titan Wealth Holdings Limited is expanding rapidly and seeking Diploma-qualified individuals for a Financial Planner position. The role involves delivering financial planning advice and working with an established client bank to develop into a full Financial Planner.

Candidates should have a background in financial services and strong communication skills, with a commitment to long-term progression. The company offers structured career paths and a supportive working environment in an inclusive