Trainee Financial Planner - Wigan
Titan Wealth Holdings LimitedEngland, United Kingdom
Posted June 2, 2026
Full Time
About the Company
Titan Wealth Holdings Limited is revolutionizing wealth management by integrating a comprehensive suite of services including planning, execution, custody, reporting, and compliance. This innovative approach enables financial advisors to build stronger client relationships and more efficient portfolios, while also serving small and medium-sized brokers, proprietary traders, family offices, and wealth managers with specialized execution and custody solutions.
Job Description
The Titan Group is expanding rapidly through strategic acquisitions and is looking for a Trainee Financial Planner to join their team in Wigan. The role involves delivering financial planning advice to clients, building relationships, and developing towards full Financial Planner status. The company offers a structured development pathway, ongoing training, and a collaborative environment.
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)
- Strong communication and relationship-building skills
- Motivated by long-term career progression within financial planning
- Proactive mindset and strong attention to detail
Benefits
- Competitive salary
- Private Medical Insurance post probation
- Attractive Employee Pension Scheme
- 25 days Annual Leave
- 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