Trainee Financial Planner - Newcastle

Join Titan Wealth Planning as a Trainee Financial Planner and take the next step in your career with a structured development pathway, hands-on experience, and a collaborative environment. As a Diploma-qualified individual, you will work with an established client bank, gain experience delivering advice, and develop towards full Financial Planner status.

Requirements

• Hold the Diploma in Regulated Financial Planning (Level 4 or equivalent)
• Have experience within financial services (e.g. paraplanning, client support, account management, mortgage advice)
• Have strong communication and relationship-building skills
• Are motivated by long-term career progression within financial planning

Benefits

• Competitive salary
• 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
• Hybrid working
• Discretionary performance related bonus
• Employee Assistance Programme
• Lunch and snacks provided in the Bristol office