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Trainee financial planner - newcastle

Company

Titan Wealth

Location

newcastle, kwazulu natal

Posted

July 01, 2026

Position Overview

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 Re...

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