Trainee Financial Planner — Start in Client-Facing Advisory

Titan Wealth; Inverurie; Hybrid; GBP 28,000 - 46,000; Full time

Benefits offered by this job

Private Medical Insurance

Pension scheme

25 days annual leave

Life Assurance

Health cash plan

Hybrid working

Discretionary bonus

Employee Assistance Programme

Job summary

Titan Wealth Planning (TWP) is seeking Diploma-qualified individuals to join as a Trainee Financial Planner, progressing to full adviser status. You’ll work with an established client bank in a supportive, desk-based advisory role, gaining hands-on experience delivering advice and building relationships.

The role offers a structured development pathway, with mentoring from experienced advisers, progression to full advisory status, and a collaborative, flexible environment supporting long-term

Qualifications

• Hold the Diploma in Regulated Financial Planning (Level 4 or equivalent) (essential)
• Have experience within financial services (e.g. paraplanning, client support, account management, mortgage advice)
• Are looking to transition into a client-facing financial planning role
• Have strong communication and relationship-building skills
• Are motivated by long-term career progression within financial planning
• Have a proactive mindset and strong attention to detail
• Are comfortable working in a target-driven, client-focused environment
• Desirable: Cashflow modelling experience
• Desirable: Ambition to progress towards Chartered status

Responsibilities

• Deliver financial planning advice to an existing portfolio of clients (typically up to £250k in investable assets)
• Conduct client reviews and ongoing servicing conversations
• Support the conversion of existing clients onto ongoing service propositions
• Build relationships and identify additional client needs across wealth planning areas
• Generate advice income and contribute to revenue targets
• Collaborate with internal teams across the wider Titan group to identify opportunities
• Ensure all advice is compliant with FCA regulations and internal processes
• Maintain accurate and high-quality client documentation and reporting
• Continue developing technical knowledge and industry expertise

Education

Diploma in Regulated Financial Planning (Level 4 or equivalent)

Job description

Titan Wealth Planning (TWP) is seeking Diploma-qualified individuals to join as a Trainee Financial Planner, progressing to full adviser status. You’ll work with an established client bank in a supportive, desk-based advisory role, gaining hands-on experience delivering advice and building relationships.

The role offers a structured development pathway, with mentoring from experienced advisers, progression to full advisory status, and a collaborative, flexible environment supporting long-term