Trainee Financial Planner

About the role

The Trainee Financial Planner position is embedded within Titan Wealth Planning (TWP), a specialist subsidiary of the broader Titan Group. TWP operates with a distinct mission: to provide best-in-class advice on wealth management, employee benefits, and retirement planning to help businesses and their employees explore, set, and achieve their financial goals. This role is designed for Diploma-qualified professionals currently working in relevant support functions such as Paraplanning, Client Management, Mortgage Advice, or Financial Services Administration who are ready to take the next step toward becoming a Financial Planner. You will join a structured, supportive environment that values incremental growth, modular service delivery, and the energy of a rapidly expanding organization backed by private equity. This is an inspiring time to contribute to a firm actively pursuing strategic acquisitions and building a resilient, future-focused advice operation.

What you'll do

You will own the end-to-end management of client financial journeys, translating complex information into clear, actionable plans. This includes owning the initial client discovery process to ensure objectives are fully understood, documented, and aligned with regulatory expectations. You will be responsible for maintaining robust administrative records and data integrity throughout the advice process. The role involves owning the delivery of high-quality, regulated guidance to clients through an established bank partnership, ensuring all outputs meet strict quality standards. You will own your personal development plan and actively engage in structured learning initiatives to progress toward full Financial Planner status. Collaboration with internal support functions will be owned to ensure seamless case progression and timely resolution. You will also own contributions to team goals, supporting the collective success of the advice operation.

Key responsibilities include conducting in-depth analysis of client financial circumstances to identify objectives and constraints. You will develop comprehensive financial plans addressing retirement, protection, and investment strategies tailored to each client scenario. Generating detailed reports and client documentation that communicate recommendations in a clear, professional manner is an essential part of the role. You will perform complex calculations related to cash flow, funding gaps, and pension projections to support informed decision-making. Utilizing financial software platforms to manage client data, track cases, and monitor plan implementation progress will be a regular duty. Coordinating meetings and communications between clients, internal advisers, and back-office support teams will ensure alignment and efficiency. You will perform rigorous fact-finding to uphold compliance with regulatory standards and internal quality controls. Reviewing market research and product updates will help you maintain current knowledge relevant to client discussions. Supporting the administration of employee benefit schemes as required by client needs and business objectives will also be part of your scope. Processing standard and complex client requests efficiently will ensure timely case progression and service delivery. You may also assist in preparing presentations and educational materials for client workshops or group meetings, while adhering to strict deadlines and operational procedures to maintain the efficiency of the advice pipeline. Continuous improvement of advice templates, processes, and client communication standards will be actively pursued. Demonstrating professionalism and empathy in all client-facing interactions will foster trust and credibility.

Requirements

To be considered for this role, you must hold a Diploma for Financial Advisers (DipFA) or an equivalent professional qualification. Current employment in a relevant role such as Paraplanning, Client Management, Mortgage Advice, or Financial Services Administration is required. A solid understanding of UK financial regulations, including the principles of financial advice and record-keeping, is essential. You must demonstrate strong proficiency in using Microsoft Office, particularly Excel, for data manipulation and reporting. Experience working within a regulated financial services environment, adhering to compliance procedures, is necessary. The ability to manage multiple tasks and prioritize workloads effectively in a deadline-driven setting is critical. Excellent written and verbal communication skills, with the capability to explain technical concepts clearly, are mandatory. Commitment to a structured career path and motivation to progress toward full Financial Planner status are expected.

Nice to have qualifications include experience in mortgage advice or protection advice. Familiarity with private equity-backed environments or corporate restructuring is advantageous. Understanding of platform and custody services within the wealth value chain is beneficial. Experience working with modular or incremental service delivery models is a plus. Knowledge of strategic acquisition integration within wealth management is desirable.

Practical notes

The location for this role is fixed in Newcastle. The engagement is permanent and full-time, offering opportunities for structured progression, mentoring, and ongoing training. Real client relationships will be established from the outset, providing valuable exposure to the advice process within a professional and supportive setting.