Foundation Trainee Financial Services

Titan Wealth Holdings Limited

Today

Location: Kettering
Workplace: Onsite
Type: Full-time
Department: TAHL - Wealth
Source: Lever

Description

Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions.

We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term.

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

Titan Pensions & Investments is seeking a motivated and ambitious 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.

Skills

ComplianceCustomer Service