The Role
Titan Pensions & Investments offers a market-leading service, believing in financial advice for everyone, from those starting a financial plan from scratch to those who have accumulated significant wealth, with anyone in between. We aim to become our clients’ financial planners for the rest of their lives.
Titan Pensions & Investments are experts in managing pensions and investments and we look after £850m on behalf of 3,500 clients. As Chartered Financial Planners, we help both individual and corporate clients by providing financial advice and in-house discretionary investment management. We are a growing business, expanding year on year ahead of our peers. We grow organically so we recruit bright, young individuals who are hungry for success. Working at Titan Pensions & Investments is a career choice.
The Trainee Financial Planner role is a development position that prepares you to become a fully authorised Financial Planner. You’ll work closely with experienced Financial Planners and Senior Financial Planners, supporting client work while building the technical knowledge, judgement and confidence needed to progress into an advice‑giving role.
You’ll operate under the supervision and guidance of our existing training team and follow a structured learning pathway towards achieving the Level 4 Diploma in Financial Planning.
This role suits someone who is motivated, detail‑focused and genuinely interested in financial planning as a profession.
What you'll be doing and learning:
- Client & Advice Support
- Supporting Financial Planners and Senior Financial Planners before, during and after client meetings
- Preparing meeting packs, taking structured notes, and completing follow‑up actions
- Helping to gather, check and maintain accurate client information and fact finds
- Assisting with the preparation of cashflow models, annual planning documents and basic analysis under supervision
- Supporting Adviser Instruction
- Forms and paraplanning submissions
- Ensuring client files meet internal quality, record‑keeping and regulatory standards
- Working within Advice Policy, Consumer Duty requirements and Training & Competence supervision arrangements
- Developing a strong understanding of compliant advice processes and good professional judgement
- Actively working towards the Level 4 Diploma in Financial Planning
- Participating in structured training, coaching and technical development
- Observing and gradually contributing to client meetings as skills and confidence develop
- Taking ownership of your personal development and career progression
Quality & Compliance
Learning & Development
You don’t need previous adviser experience, but you should bring:
- A strong interest in financial planning, wealth management or financial advice
- Curiosity and a commitment to continuous learning
- Excellent attention to detail and a high standard of professionalism
- The ability to follow structured processes and work within regulatory frameworks
- Developing written and verbal communication skills
- Integrity, ethics and a client‑first mindset
Expectations:
- No formal financial planning qualifications required on entry
- You must be willing to work towards (or already be studying for) the Level 4 Diploma in Financial Planning
- You’ll be expected to achieve Level 4 within an agreed timeframe
- All work will be carried out under in line with our within the Training & Competence scheme
Why Join us?
- A clear career ladder – Trainee → Financial Planner → Senior Financial Planner
- Structured training & support, not “sink or swim”
- Exposure to real client work early in your career
- Mentoring from experienced advisers who want to develop the next generation
- A professional, values‑driven culture that puts client outcomes first
- Competitive salary with genuine progression as capability grows
- This role is the first step in a long‑term career. Progression is based on capability, commitment, qualifications and responsibility, not time served. As you develop, you’ll take on more complex work, greater responsibility and move towards becoming a fully authorised Financial Planner
Your Future
At Titan Wealth, we’re Creative, Collaborative, and Committed. We know this isn’t an environment for everyone – it’s fast-paced, complex, and full of change. But if you’re ambitious, client-focused, and excited to help shape one of the UK’s top 10 wealth management businesses, this could be the opportunity you’ve been looking for.
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The Company
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.
