Are you looking to build a long-term career in financial planning and wealth management?
Titan Pensions & Investments is seeking a motivated and ambitious Foundation Trainee to join our team on a structured six-month development programme. This unique rotational role has been designed to provide hands-on experience across both our Client Support and Paraplanning functions, giving you a comprehensive introduction to financial planning, client servicing, advice delivery and the regulatory environment. This is a full time office based role in Kettering.
During the programme, you will spend approximately:
- 3 months within Client Support
- 3 months within Paraplanning
At the end of the programme, your performance, strengths, career aspirations and business requirements will be assessed to determine progression into a permanent role within either the Client Support or Paraplanning team.
This is an excellent opportunity for someone looking to establish a career within financial services and gain exposure to multiple areas of a successful wealth management business.
About the role
- Answering incoming calls from clients and providers professionally and efficiently.
- Maintaining and updating client records across internal systems.
- Processing client instructions, including withdrawals, contributions, valuations and reporting requests.
- Liaising with platform providers and product providers to obtain information and resolve queries.
- Submitting and tracking new business applications.
- Investigating and progressing outstanding cases through to completion.
- Providing regular updates to clients and advisers.
- Supporting periodic activities such as annual tax packs and client reporting.
- Developing a strong understanding of client service standards and operational processes. Paraplanning Rotation
- Preparing annual review packs and supporting documentation for adviser meetings.
- Assisting in the preparation of suitability reports and recommendation documents.
- Conducting product, fund and provider research.
- Supporting cashflow modelling and financial planning analysis.
- Preparing new business submissions and platform instructions.
- Maintaining accurate records across back-office systems.
- Learning financial planning processes, compliance requirements and advice standards.
- Developing technical knowledge across pensions, investments and protection planning.
During your Client Support placement, you'll learn how to deliver an exceptional client experience by:
During your Paraplanning placement, you'll gain exposure to the technical side of financial planning by:
About you
- Educated to A-Level standard (or equivalent).
- Minimum of GSCE level 5 in English and Maths
- Excellent written and verbal communication skills.
- Strong organisational and time management abilities.
- High attention to detail and accuracy.
- Good working knowledge of Microsoft Office applications.
- Ability to manage multiple priorities in a busy environment.
- Positive attitude and genuine desire to learn and develop. Desirable
- Interest in financial services and financial planning.
- Previous customer service or administrative experience.
- Awareness of pensions, investments or personal finance.
- Interest in studying towards professional financial planning qualifications. About You
- Enjoys developing new skills and knowledge.
- Asks questions and seeks feedback.
- Takes ownership of their personal development. Communicates Effectively
- Can communicate professionally with clients, providers and colleagues.
- Adapts their communication style to different audiences.
- Demonstrates empathy and professionalism when handling enquiries. Takes Ownership
- Takes responsibility for assigned tasks.
- Follows work through to completion.
- Provides updates and escalates issues when required.
- Looks for solutions and ways to improve processes. Works Well as Part of a Team
- Builds positive working relationships.
- Collaborates effectively across departments.
- Contributes positively to team culture and shared objectives. Pays Attention to Detail
- Produces accurate, high-quality work.
- Follows established processes and procedures.
- Maintains excellent standards of record keeping and documentation
We're looking for someone who is curious, proactive and eager to build a successful career in financial services.
You'll be someone who:
Is Curious and Keen to LearnSkills Required
- Educated to A-Level standard or equivalent
- Minimum GCSE level 5 in English and Maths
- Excellent written and verbal communication skills
- Strong organisational and time management abilities
- High attention to detail and accuracy
- Good working knowledge of Microsoft Office applications
- Ability to manage multiple priorities in a busy environment
- Positive attitude and genuine desire to learn and develop
- Interest in financial services and financial planning
- Previous customer service or administrative experience
- Awareness of pensions, investments or personal finance
- Interest in studying towards professional financial planning qualifications
What We Do
Titan is a discretionary fund management / wealth and asset management business. Targeting £50 billion in assets under administration over the next three to five years and assets under management of £40 billion, Titan aims to bring high-quality execution and administration to the asset and wealth management sector. Titan provides execution, custody, clearing and wealth management services to small and medium sized broker dealers, proprietary traders, intermediaries, family offices and wealth managers and platform services, custody and investment solutions to financial advisors, family offices, retail clients and institutions via a network of trusted intermediaries.
