Titan Wealth
Financial Services
TraineeFinancialPlanner
“Trainee Financial Planner at Titan Wealth. Skills: Financial planning, Client relationships, Wealth management. Deliver financial planning advice. Conduct client reviews”
What You'll Achieve.
Contribute to revenue targets
Industry & Context.
What They're Looking For.
Must Have
Diploma in Regulated Financial Planning (Level 4 or equivalent), Experience within financial services, Transition into client-facing financial planning role
Nice to Have
Cashflow modelling experience, Ambition to progress towards Chartered status
What You'll Do.
Deliver financial planning advice
Conduct client reviews
Support conversion of existing clients
Identify additional client needs
Generate advice income
Contribute to revenue targets
Collaborate with internal teams
Ensure advice is compliant
Maintain client documentation
Maintain client reporting
Develop technical knowledge
Develop industry expertise
How You'll Work.
Team & Collaboration
Internal teams; Wider Titan group
Communication Scope
Relationship-building
Applying for this Trainee Financial Planner role?
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How to Apply on Lever
- Lever uses a streamlined one-page form — apply in under 5 minutes.
- LinkedIn import works well; review parsed data before submitting.
- The cover letter field is optional but visible to reviewers — use it to differentiate.
- Referral codes from employees can significantly boost visibility of your application.
ANONYMOUS · UNFILTERED
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