Financial Planner

4 hours, 36 minutes ago
Full-time
Senior
Sales and Business Development
Titan Wealth Holdings

Titan Wealth Holdings

Titan Wealth Holdings is an innovative integrated wealth management company in the UK, offering discretionary fund management, asset management, and high-quality execution services. With a focus on acquisitions and organic growth, the company aims to r...

Capital Markets
51-250
Founded 2020

Description

  • Take ownership of the established client bank and provide ongoing holistic financial planning advice.
  • Deliver advice across pensions, investments, protection, tax planning, and retirement strategies.
  • Build and maintain long-term client relationships while identifying additional advice opportunities.
  • Manage review cycles and ensure proactive, timely client engagement and communication.
  • Generate growth through referrals, professional introducers, and cross-selling opportunities.
  • Collaborate with investment management, employee benefits, and other Titan teams to provide integrated solutions.
  • Build relationships with accountants, solicitors, and other external professional connections.
  • Ensure advice, client files, and suitability reports comply with FCA regulations and Titan policies.
  • Maintain Competent Adviser Status, Fit and Proper requirements, and current technical knowledge.
  • Contribute to local growth plans and operate in line with Treating Customers Fairly principles.

Requirements

  • Diploma in Financial Planning or equivalent qualification.
  • Competent Adviser Status and current Statement of Professional Standing (SPS).
  • Proven experience managing client relationships as a Financial Planner.
  • Strong ability to deliver holistic financial advice.
  • Excellent communication and relationship management skills.
  • Experience managing or inheriting an existing client bank (preferred).
  • Broad technical knowledge across financial planning disciplines (preferred).
  • Previous paraplanning experience (preferred).
  • Willingness to demonstrate creativity, commitment, and collaboration.
  • Ability to work remotely while attending the Truro office and meeting local clients as required.

Benefits

  • Competitive salary and discretionary performance-related bonus.
  • 7.5% employer pension contribution with a minimum 3% employee contribution.
  • 25 days’ annual leave plus public holidays, with the option to buy or sell up to five days.
  • Private medical, group life, and income protection insurance.
  • Hybrid working arrangement.
  • Paraplanning and administrative support.
  • Career progression, further education, and training support.
  • Employee Assistance Programme, two paid volunteering days, and flexible benefits.

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

Financial Accountant

Atomi 51-250 Diversified Consumer Services

Atomi is seeking an Accountant to manage payroll, accounts payable, transactional finance, and overhead costs while supporting financial analysis and process improvements in its growing edtech business.

5 hours, 6 minutes ago

Commodities Trading Intern

EQT 251-1K Gas Utilities

EQT is seeking a Commodities Trading Intern for a paid 12-week program supporting energy-market analysis, risk management, portfolio optimization, and process improvement across its natural gas business.

Power BI
5 hours, 21 minutes ago

Commodities Trading Intern

EQT 251-1K Gas Utilities

EQT’s 12-week paid Commodities Intern program provides students with hands-on experience analyzing energy-market fundamentals, supporting portfolio decisions, and improving processes across the natural gas business.

5 hours, 21 minutes ago

Investment Associate

PartnerOne 51-250 Media

Partner One is seeking an Investment Associate to support its Mergers and Acquisitions team with due diligence, target evaluation, market research, and acquisition execution for enterprise software investments.

5 hours, 36 minutes ago

You're on a roll! Sign up now to keep applying.

Sign Up

Already have an account? Log in

Used by 14,729+ remote workers