Trainee Financial Planner

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.

• 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.

• Cashflow modelling experience.
• Ambition to progress towards Chartered status.

Demonstrates expertise in delivering financial planning advice, ensuring compliance with FCA regulations, and maintaining high-quality client documentation. Strong relationship-building and communication skills are essential for identifying client needs and contributing to revenue targets.