Graduate Financial Planning Opportunity

Are you looking to build a long-term career in financial planning and wealth management?

Titan Pensions & Investments is seeking a motivated and ambitious Graduate Foundation Trainee to join our team on a structured six-month development programme. This unique rotational role has been designed to provide hands-on experience across both our Client Support and Paraplanning functions, giving you a comprehensive introduction to financial planning, client servicing, advice delivery and the regulatory environment. This is a full time office based role in Kettering.

During the programme, you will spend approximately:

- 3 months within Client Support

- 3 months within Paraplanning

At the end of the programme, your performance, strengths, career aspirations and business requirements will be assessed to determine progression into a permanent role within either the Client Support or Paraplanning team.

This is an excellent opportunity for someone looking to establish a career within financial services and gain exposure to multiple areas of a successful wealth management business.

About the role

Client Support Rotation

During your Client Support placement, you'll learn how to deliver an exceptional client experience by:

• Answering incoming calls from clients and providers professionally and efficiently.
• Maintaining and updating client records across internal systems.
• Processing client instructions, including withdrawals, contributions, valuations and reporting requests.
• Liaising with platform providers and product providers to obtain information and resolve queries.
• Submitting and tracking new business applications.
• Investigating and progressing outstanding cases through to completion.
• Providing regular updates to clients and advisers.
• Supporting periodic activities such as annual tax packs and client reporting.
• Developing a strong understanding of client service standards and operational processes.

Paraplanning Rotation

During your Paraplanning placement, you'll gain exposure to the technical side of financial planning by:

• Preparing annual review packs and supporting documentation for adviser meetings.
• Assisting in the preparation of suitability reports and recommendation documents.
• Conducting product, fund and provider research.
• Supporting cashflow modelling and financial planning analysis.
• Preparing new business submissions and platform instructions.
• Maintaining accurate records across back-office systems.
• Learning financial planning processes, compliance requirements and advice standards.
• Developing technical knowledge across pensions, investments and protection planning.

About you

Essential

• Educated to A-Level standard (or equivalent).
• Minimum of GSCE level 5 in English and Maths
• Excellent written and verbal communication skills.
• Strong organisational and time management abilities.
• High attention to detail and accuracy.
• Good working knowledge of Microsoft Office applications.
• Ability to manage multiple priorities in a busy environment.
• Positive attitude and genuine desire to learn and develop.

Desirable

• Interest in financial services and financial planning.
• Previous customer service or administrative experience.
• Awareness of pensions, investments or personal finance.
• Interest in studying towards professional financial planning qualifications.

About You

We're looking for someone who is curious, proactive and eager to build a successful career in financial services.

You'll be someone who:

Is Curious and Keen to Learn

• Enjoys developing new skills and knowledge.
• Asks questions and seeks feedback.
• Takes ownership of their personal development.

Communicates Effectively

• Can communicate professionally with clients, providers and colleagues.
• Adapts their communication style to different audiences.
• Demonstrates empathy and professionalism when handling enquiries.

Takes Ownership

• Takes responsibility for assigned tasks.
• Follows work through to completion.
• Provides updates and escalates issues when required.
• Looks for solutions and ways to improve processes.

Works Well as Part of a Team

• Builds positive working relationships.
• Collaborates effectively across departments.
• Contributes positively to team culture and shared objectives.

Pays Attention to Detail

• Produces accurate, high-quality work.
• Follows established processes and procedures.
• Maintains excellent standards of record keeping and documentation