Trainee Financial Planner

About the role

The is a position designed for individuals beginning a structured career path in regulated financial advice within a group environment. You will operate under the guidance and mentorship of senior colleagues while gradually building the autonomy required to manage a defined client base. The role focuses on developing disciplined habits in client interaction, regulatory compliance, and technical financial knowledge. Success in this position will be measured by your ability to learn quickly, adhere to strict standards, and grow into client responsibilities with confidence. This is an entry point into a profession that demands both technical acumen and strong interpersonal skills. You will be supported through a structured framework that emphasizes consistent processes and professional development. The ultimate aim is to transition from trainee to fully qualified status by demonstrating reliability and a commitment to service excellence.

Key facts

What you'll do

• Assume responsibility for delivering financial planning advice to an existing portfolio of clients, where the investable assets typically do not exceed £250,000, ensuring that all interactions are purposeful and add clear value.
• Execute client reviews and ongoing servicing conversations with a high standard of preparation, using these meetings to verify information and maintain up-to-date records.
• Support the conversion of existing clients onto ongoing service propositions by clearly articulating the benefits and structure of continuous advisory services.
• Build and maintain relationships with clients, proactively identifying additional needs across wealth planning areas such as protection, retirement, and savings.
• Generate advice income and actively contribute to predefined revenue targets through the responsible management of your client portfolio.
• Collaborate with internal teams across the wider Titan group to identify opportunities for cross-sell and to leverage group resources for client benefit.
• Ensure that all advice provided is strictly compliant with FCA regulations and adheres to established internal processes and governance frameworks.
• Maintain accurate and high-quality client documentation and reporting, ensuring that records are clear, complete, and retrievable for audit or review purposes.
• Continue developing technical knowledge and industry expertise through structured learning and staying informed on relevant market and regulatory changes.
• Who We're Looking For section, detailing the specific eligibility criteria and hard requirements.

Requirements

Our employees are talented people, distinguished by excellence, and you will need to demonstrate a willingness to embrace the Company values of creativity, commitment, and collaboration in every aspect of your work. You must hold the right to work in the United Kingdom without any sponsorship requirements, as this is a permanent, full-time position based in Inverurie, Scotland, and immediate start dates cannot be accommodated. You need to possess strong written and verbal communication skills, enabling you to explain complex financial concepts in a clear, professional, and empathetic manner to clients. You need to be proficient in using Microsoft Office applications, particularly Excel, to manage data, produce reports, and maintain client records with a high degree of accuracy. You need to have a proven ability to work independently and manage your time effectively, balancing multiple priorities and deadlines in a fast-paced environment. You need to hold a degree-level qualification or equivalent professional experience that demonstrates your capacity to engage with professional services at this level. You need to exhibit strong ethical standards and integrity, with a genuine commitment to acting in the best interests of clients at all times. You need to be comfortable working within a regulated environment and following processes that require attention to detail and strict adherence to compliance protocols. You need to show a proactive approach to learning, actively seeking feedback and development opportunities to progress your career within the financial planning profession.

Nice to have

The source information does not specify any preferred or advantageous qualifications, skills, or attributes that are desirable but not mandatory for this role.

Practical notes

The engagement for this is Permanent and Full Time, based in Inverurie, Scotland, with no mention of flexible or remote working options. The role involves delivering financial planning advice to clients with investable assets up to £250,000, requiring a demonstrable ability to handle confidential information and manage client expectations. There is no information provided regarding working hours, specific travel requirements, visa sponsorship considerations, or application deadlines in the source material. All responsibilities and requirements are derived strictly from the content of the source, ensuring that no assumptions or external interpretations are introduced into this job page.