Trainee Financial Planner - Edinburgh

The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses.

Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It’s an inspiring time to join the team!

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.

This is a fantastic opportunity for Diploma-qualified individuals currently working in roles such as Paraplanning, Client Management, Mortgage Advice, or Financial Services Administration, who are looking to take the next step into a Financial Planner position.

You will begin in a supported, desk-based advisory role, working with an established client bank and gaining hands-on experience delivering advice, building relationships, and developing towards full Financial Planner status.

We offer a structured development pathway, with clear progression through to full advisory and beyond, supported by experienced leadership and a highly collaborative environment.

Career Development

At Titan, we are committed to developing future Financial Planners.

Structured progression from trainee/advisory support into full Financial Planner roles

Exposure to real client relationships from the outset

Ongoing training, mentoring, and support from experienced advisers