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About the Role

Titan Wealth Planning (TWP) is seeking Diploma-qualified individuals to transition into a Financial Planner position. This role offers a supported, desk-based advisory opportunity with an established client bank, providing hands-on experience and a structured development pathway towards full Financial Planner status.

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

Requirements

• 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
• Cashflow modelling experience (desirable)
• Ambition to progress towards Chartered status (desirable)

Skills

• Communication skills
• Relationship-building skills
• Attention to detail
• Financial planning
• Client management
• Mortgage advice
• Cashflow modelling

Location

• Hybrid working

Work Type

• Hybrid working

Experience Level

• Trainee/Advisory support
• Full Financial Planner

Education Level

• Diploma in Regulated Financial Planning (Level 4 or equivalent)

Salary/Compensations

• Competitive salary
• Discretionary performance related bonus

Benefits

• Private Medical Insurance post probation
• Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
• 25 days Annual Leave (plus buy and sell up to 5 days)
• Office Christmas close (3-days)
• Life Assurance
• Health cash plan
• Employee Assistance Programme
• Flexible benefits

About the Company

• The Titan Group provides a broad range of services across the whole wealth value chain.
• Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing.
• 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.
• At Titan, we are committed to developing future Financial Planners.
• Company values: Creativity, Commitment, Collaboration.

Equal Opportunity

• The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation.
• We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members.
• We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.