Foundation Trainee Financial Services

Titan Wealth Holdings Limited; Kettering (OH); On-site; USD 24,000 - 31,000; Full time

Benefits offered by this job

Hybrid working

25 days annual leave

Private medical insurance

Group life insurance

Training support

Bonus potential

Employee assistance programme

Job summary

Titan Wealth Group in the UK offers a structured six-month Foundation Trainee programme, rotating through Client Support and Paraplanning to provide hands-on experience in financial planning, client servicing, and regulatory environments. This office-based role is in Kettering.

During the rotations, you will support client administration, enquiries, and reporting, then move to technical planning tasks such as suitability reports, research, and cashflow analysis.

Qualifications

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

Skills

Excellent communication

Organisational skills

Attention to detail

MS Office

Time management

Customer service

Education

A-Level

Job description

Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions.

We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term.

Are you looking to build a long-term career in financial planning and wealth management?

Titan Pensions & Investments is seeking a motivated and ambitious Foundation Trainee to join our team on a structured six-month development programme. This unique rotational role has been designed to provide hands-on experience across both our Client Support and Paraplanning functions, giving you a comprehensive introduction to financial planning, client servicing, advice delivery and the regulatory environment. This is a full time office based role in Kettering.

During the programme, you will spend approximately:

- 3 months within Client Support

- 3 months within Paraplanning

At the end of the programme, your performance, strengths, career aspirations and business requirements will be assessed to determine progression into a permanent role within either the Client Support or Paraplanning team.

This is an excellent opportunity for someone looking to establish a career within financial services and gain exposure to multiple areas of a successful wealth management business.

About the role

Client Support Rotation

During your Client Support placement, you'll learn how to deliver an exceptional client experience by:

• 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.

Paraplanning Rotation

During your Paraplanning placement, you'll gain exposure to the technical side of financial planning by:

• 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.

About you

Essential

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

Desirable

• Interest in financial services and financial planning.
• Previous customer service or administrative experience.
• Awareness of pensions, investments or personal finance.
• Interest in studying towards professional financial planning qualifications.

About You

We're looking for someone who is curious, proactive and eager to build a successful career in financial services.

You’ll be someone who:

Is Curious and Keen to Learn

• Enjoys developing new skills and knowledge.
• Asks questions and seeks feedback.
• Takes ownership of their personal development.

Communicates Effectively

• Can communicate professionally with clients, providers and colleagues.
• Adapts their communication style to different audiences.
• Demonstrates empathy and professionalism when handling enquiries.

Takes Ownership

• Takes responsibility for assigned tasks.
• Follows work through to completion.
• Provides updates and escalates issues when required.
• Looks for solutions and ways to improve processes.

Works Well as Part of a Team

• Builds positive working relationships.
• Collaborates effectively across departments.
• Contributes positively to team culture and shared objectives.

Pays Attention to Detail

• Produces accurate, high-quality work.
• Follows established processes and procedures.
• Maintains excellent standards of record keeping and documentation

Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:

Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.

Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.

Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.

Terms

• Competitive salary
• Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
• 25 days Annual Leave + public holidays
• Buy and sell holidays up to 5 days
• Office Christmas close (3-days)
• A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.
• Hybrid working
• Further education and training support
• Discretionary performance related bonus
• Confidential Employee Assistance Programme
• 2 days per year for voluntary work
• And lots of flexible benefits to choose from!

The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.