Trainee Financial Planner - Newcastle

About the role

Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals.

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

Requirements

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

Qualifications

• Desirable: Cashflow modelling experience
• Ambition to progress towards Chartered status (desirable)

Skills

• Excellent communication and interpersonal skills
• Ability to build and maintain strong client relationships
• Strong analytical and problem-solving skills
• Attention to detail and accuracy in documentation
• Knowledge of financial planning principles and practices
• Ability to work independently and as part of a team

Benefits

• Competitive salary
• Private Medical Insurance post probation
• Athletic 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

Pay

Competitive salary

Schedule

Hybrid working