Trainee Financial Planner - Birmingham

About Titan Wealth

The Titan Group offers a comprehensive range of services throughout the wealth management value chain, including financial planning, investment management, as well as platform, trading, settlement, and custody operations. Their strategy focuses on providing modular and scalable services to clients, allowing flexibility in adjusting business models. Titan Wealth is growing rapidly by acquiring UK-based asset managers and wealth-related firms, combining entrepreneurial energy with the backing of private equity.

Titan Wealth Planning (TWP), a division of Titan Wealth, specializes in delivering high-quality advice on wealth management, employee benefits, and retirement planning. They aim to assist businesses and their employees in defining and achieving financial objectives.

Role Overview

This position is an excellent opportunity for Diploma-qualified candidates currently working in paraplanning, client management, or mortgage advisory roles who aspire to progress into a Financial Planner role. The role begins with desk-based advisory support working with an established client base, gaining practical experience in delivering financial advice, nurturing client relationships, and advancing toward full Financial Planner responsibilities.

Career Progression and Support

• Clear, structured pathway from trainee/advisory support to fully qualified Financial Planner.
• Immediate exposure to real client relationships.
• Continuous training, mentoring, and supportive leadership from seasoned advisers.

Key Job Responsibilities

• Provide financial planning advice to an existing portfolio of clients, typically managing investable assets up to A3250,000.
• Conduct regular client reviews and ongoing service consultations.
• Assist in transitioning clients onto ongoing service models.
• Develop client relationships and identify additional needs in wealth planning.
• Contribute to revenue growth through generating advice fees.
• Collaborate with other teams within the Titan group to uncover new opportunities.
• Ensure all advisory activities comply with FCA regulations and internal requirements.
• Maintain precise and high-quality client records and reports.
• Continue developing personal technical knowledge and industry expertise.

Candidate Profile

• Essential: Diploma in Regulated Financial Planning (Level 4 or equivalent).
• Experience in financial services, such as paraplanning, client support, account management, or mortgage advice.
• Aspiration to transition into a client-facing financial planning position.
• Excellent communication and relationship-building skills.
• Motivated by long-term career development within financial planning.
• Proactive approach with strong attention to detail.
• Able to thrive in a target-oriented, client-centric environment.

Desirable:

• Experience with cashflow modelling.
• Ambition to achieve Chartered status.

Company Values

• Creativity: Embracing innovative thinking to improve efficiency and maintain competitive edge.
• Commitment: Willingness to dedicate time and energy to drive organisational change.
• Collaboration: Fostering teamwork internally and with partners to create effective solutions.

Benefits

• Competitive salary package.
• Private Medical Insurance after probation period.
• Attractive Employee Pension Scheme with 7.5% employer and minimum 3% employee contributions.
• 25 days of annual leave, with option to buy or sell up to 5 additional days.
• Office closure for 3 days over Christmas.
• Life Assurance coverage.
• Health cash plan.
• Hybrid working arrangements.
• Discretionary performance-linked bonus.
• Employee Assistance Programme.
• Wide range of flexible benefits to choose from.

Diversity and Inclusion

The Titan Wealth Group is dedicated to creating an inclusive and equitable workplace for all employees regardless of race, age, gender, sexual orientation, religion, physical ability, disability, or political beliefs. The company values diversity as essential for achieving the best outcomes for clients and team members and provides equal opportunities in recruitment, career progress, pay, benefits, training, and other job functions.

Recruitment Process

The organisation may utilize artificial intelligence tools to assist with aspects of the hiring process such as application and resume review or response assessment. These tools support but do not replace human decision-making. Final hiring choices are always made by people. Further inquiries about data handling during recruitment can be directed to the company.