Graduate Foundation Trainee: Financial Planning

Titan Wealth Holdings Limited; Kettering (OH); On-site; USD 30,000 - 35,000; Full time

Benefits offered by this job

Competitive salary

Pension scheme

Hybrid working

Training support

Private medical insurance

Life insurance

Discretionary bonus

Volunteer days

Job summary

Titan Wealth Group is inviting applications for a Foundation Trainee position in a six-month structured development programme in Kettering. This on-site role rotates across Client Support and Paraplanning, offering hands-on exposure to financial planning, client servicing and regulatory environments.

A strong learning mindset is essential for progressing to a permanent role within the team. The programme provides a comprehensive introduction to wealth management, client servicing and advisory

Qualifications

• Educated to A-Level standard (or equivalent).
• Minimum of GSCE level 5 in English and Maths.
• Excellent written and verbal communication skills.
• Strong organisational and time management abilities.

Responsibilities

• Deliver a high standard of client support and administration.
• Assist in paraplanning tasks and documentation.
• Maintain accurate client records across systems.
• Support compliance with financial planning processes.

Skills

Written communication

Organisational skills

Attention to detail

MS Office

Time management

Teamwork

Education

A-Level or equivalent

GCSE English and Maths (Grade 5)

Tools

Microsoft Office

Job description

Titan Wealth Group is inviting applications for a Foundation Trainee position in a six-month structured development programme in Kettering. This on-site role rotates across Client Support and Paraplanning, offering hands-on exposure to financial planning, client servicing and regulatory environments.

A strong learning mindset is essential for progressing to a permanent role within the team. The programme provides a comprehensive introduction to wealth management, client servicing and advisory