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Titan Wealth Holdings Limited

Posted 12 days ago

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Trainee Financial Planner - Cardiff

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AI Summary

A trainee financial planner role supporting an existing client portfolio (up to £250k investable) with client reviews, servicing, and compliance, progressing toward full financial planner.

About this role

The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses.
Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It’s an inspiring time to join the team!
Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals.

This is a fantastic opportunity for Diploma-qualified individuals currently working in roles such as Paraplanning, Client Management or Mortgage Advice who are looking to take the next step into a Financial Planner position.

You will begin in a supported, desk-based advisory role, working with an established client bank and gaining hands-on experience delivering advice, building relationships, and developing towards full Financial Planner status.

We offer a structured development pathway, with clear progression through to full advisory and beyond, supported by experienced leadership and a highly collaborative environment.

Career Development

At Titan, we are committed to developing future Financial Planners.

  • Structured progression from trainee/advisory support into full Financial Planner roles
  • Exposure to real client relationships from the outset
  • Ongoing training, mentoring, and support from experienced advisers

Responsibilities

  • Deliver financial planning advice to an existing portfolio of clients (typically up to £250k in investable assets)
  • Conduct client reviews and ongoing servicing conversations
  • Support the conversion of existing clients onto ongoing service propositions
  • Build relationships and identify additional client needs across wealth planning areas
  • Generate advice income and contribute to revenue targets
  • Collaborate with internal teams across the wider Titan group to identify opportunities
  • Ensure all advice is compliant with FCA regulations and internal processes
  • Maintain accurate and high-quality client documentation and reporting
  • Continue developing technical knowledge and industry expertise

    • Who We’re Looking For

    This role is ideal for individuals who:

  • Hold the Diploma in Regulated Financial Planning (Level 4 or equivalent) (essential)
  • Have experience within financial services (e.g. paraplanning, client support, account management, mortgage advice)
  • Are looking to transition into a client-facing financial planning role
  • Have strong communication and relationship-building skills
  • Are motivated by long-term career progression within financial planning
  • Have a proactive mindset and strong attention to detail
  • Are comfortable working in a target-driven, client-focused environment

    • Desirable:

  • Cashflow modelling experience
  • Ambition to progress towards Chartered status

    • Skills

    Cashflow ModellingClient ManagementDiploma In Regulated Financial PlanningFCA ComplianceFinancial PlanningMortgage AdviceParaplanningRelationship Management

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