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Senior Financial Planner

3 hours, 29 minutes ago
United Kingdom
Full-time
Senior
Account Manager
Sales and Business Development
Apply Now
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
View All Jobs 2

Description

  • Take ownership of an established client bank and provide ongoing holistic financial planning advice.
  • Deliver advice across pensions, investments, protection, tax planning, and retirement strategies.
  • Maintain long-term client relationships and identify additional advice opportunities.
  • Manage client review cycles and ensure proactive, timely communication and service.
  • Generate growth through referrals, cross-selling, and professional introducer relationships.
  • Collaborate with investment management, employee benefits, and other Titan teams to deliver integrated solutions.
  • Contribute to local growth plans aligned with regional and national strategy.
  • Provide advice in line with FCA regulations, Titan policies, TCF principles, and CAS requirements.
  • Maintain compliant client files and suitability reports while keeping technical knowledge current.

Requirements

  • Diploma in Financial Planning or equivalent.
  • Current CAS status and SPS holder.
  • Proven experience managing client relationships as a Financial Planner.
  • Strong ability to deliver holistic financial advice.
  • Excellent communication and relationship management skills.
  • Chartered Financial Planner status or progress toward chartered status preferred.
  • Experience managing or taking on an existing client bank preferred.
  • Broad technical knowledge across financial planning preferred.
  • Previous paraplanning experience preferred.

Benefits

  • Competitive salary and discretionary performance-related bonus.
  • Employer pension contribution of 7.5% with a minimum 3% employee contribution.
  • 25 days’ annual leave plus public holidays, with the option to buy or sell up to five days.
  • Hybrid working, with occasional attendance at the Truro office.
  • Private medical, group life, and income protection insurance.
  • Paraplanning and administrative support, career progression, and training support.
  • Confidential Employee Assistance Programme and two paid volunteering days per year.
  • Three-day office closure over Christmas and flexible benefits.

Interested in this position?

Apply directly on the company website

Apply Now

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