Trainee Financial Planner

CompanyTitan Wealth

LocationKettering, England, United Kingdom

Posted At3/5/2026

UK Visa Sponsorship Analytics

Occupation Type

Finance and investment analysts and advisers

Occupation Code Skill LevelHigher Skilled

Sponsorship Salary Threshold

£45,800 (£23.49 per hour)

Occupation rate applies

Above analytics are generated algorithmically based on job titles and may not always be the same as the company's job classification. You can also check detailed occupation eligibility, and salary criteria on our UK Visa Eligible Occupations & Salary Thresholds page.

Disclaimer: Hunt UK Visa Sponsors aggregates job listings from publicly available sources, such as search engines, to assist with your job hunting. We do not claim affiliation with Titan Wealth. For the most up-to-date job details, please visit the official website by clicking "Apply Now."

Description

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

Quality & Compliance

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

Learning & Development

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

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

Your Future

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

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.