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Senior Financial Planner

1 month, 1 week 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
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Description

  • Own and manage an established client bank, providing 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.
  • Collaborate with investment management, employee benefits, and other Titan teams to deliver integrated solutions.
  • Support business growth through referrals, professional introducers, and cross-selling opportunities.
  • Build relationships with external professionals including accountants and solicitors.
  • Contribute to local growth plans aligned with regional and national strategy.
  • Provide advice in line with FCA regulations, Titan policies, and Treating Customers Fairly principles.
  • Maintain compliant client files and suitability reports while meeting CAS and Fit & Proper requirements.

Requirements

  • Diploma in Financial Planning or equivalent.
  • Current SPS holder and Competent Adviser Status (CAS).
  • 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 it preferred.
  • Experience managing or inheriting an existing client bank preferred.
  • Broad technical knowledge across financial planning areas preferred.
  • Previous paraplanning experience preferred.
  • Willingness to demonstrate creativity, commitment, and collaboration.

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/remote working with periodic attendance at the Truro office.
  • Private medical, group life, and income protection insurance.
  • Full paraplanning and administrative support, with career progression opportunities.
  • 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

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