Trainee Financial Planner - Wigan

Titanwh; Standish (MI); Hybrid; USD 46,923 - 73,736; Full time

Benefits offered by this job

Private medical insurance

Pension scheme

25 days annual leave

Hybrid working

Discretionary bonus

Life assurance

Health cash plan

Employee assistance programme

Flexible benefits

Job summary

The Titan Wealth Group is expanding its financial planning team, offering a structured path from trainee/advisory support to full Financial Planner status. You will work with an established client bank, gaining hands-on experience delivering advice, building relationships and progressing toward advisory status.

Join a collaborative environment with mentoring, ongoing training and a clear development pathway to formal advisory roles within Titan Wealth Group.

Qualifications

• Hold the Diploma in Regulated Financial Planning (Level 4 or equivalent).
• Experience within financial services (e.g. paraplanning, client support, account management, mortgage advice).
• Looking to transition into a client-facing financial planning role.
• Strong communication and relationship-building skills.
• Motivated by long-term career progression within financial planning.
• Proactive mindset and strong attention to detail.
• Comfortable working in a target-driven, client-focused environment.

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.

Skills

Communication skills

Relationship-building

Education

Diploma in Regulated Financial Planning (Level 4)

Job description

The Titan Group offers a wide range of services across the wealth value chain, from financial planning and investment management to platform, trading, settlement, and custody. Titan Wealth is expanding rapidly through strategic acquisitions, providing a unique blend of start‑up energy and private‑equity backing.

This is a fantastic opportunity for Diploma‑qualified individuals currently working in roles such as Paraplanning, Client Management, Mortgage Advice, or Financial Services Administration who are looking to advance into a Financial Planner position.

You will begin in a supported, desk‑based advisory role, working with an established client bank and gaining hands‑on experience delivering advice, building relationships, and developing toward full Financial Planner status.

We offer a structured development pathway, with clear progression to full advisory and beyond, supported by experienced leadership and a highly collaborative environment.

Career Development

• Structured progression from trainee/advisory support into full Financial Planner roles
• Exposure to real client relationships from the outset
• Ongoing training, mentoring, and support from experienced advisers

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

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
• Ambition to progress towards Chartered status

Benefits

• Competitive salary
• Private medical insurance post probation
• Attractive employee pension scheme (7.5% employer & minimum 3% employee)
• 25 days annual leave (plus buy and sell up to 5 days)
• Office Christmas close (3 days)
• Life assurance
• Health cash plan
• Hybrid working
• Discretionary performance‑related bonus
• Employee assistance programme
• 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 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.