Financial Planner – Desk Based

Titan Wealth Holdings

Financial Planner providing desk-based financial planning services to existing clients with investable assets up to £250,000 while focusing on new business development. The role is in Edinburgh with hybrid working.

Posted 5/15/2026full-timeEdinburgh • 🇬🇧 United KingdomMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

A focus on New business development. With proactive client contacting to covert legacy clients to our ongoing service proposition.
A focus on actively engaging with and reviewing existing clients to deliver our ongoing service proposition.
To provide holistic financial planning solution to private client across the full suite of financial planning solutions.
Achieving revenue targets set by the business and regional manager.
Proactively drive for cross selling and referring business into other parts of the group.
Maintain & nurture existing client relationships, identifying and fulfilling new advice needs where appropriate.
Generate new client enquiries and generates advice income from these.
Undertake sales and marketing activity in line with local/regional/ national plans.
Provide expert independent advice to designated clients in compliance with relevant regulations and Titan policies and values.
Maintenance of ‘Fit and Proper’ status through continuous professional development, suitable development opportunities and maintenance of SPS.
Evidence and maintain knowledge of company policies, processes and guidance.
Ensure that client advice and reports are compliant with company processes and regulatory requirements.
Use standard template documentation approved by the company
Ensure technical knowledge and general industry knowledge is always maintained.
Delivery of a positive client service experience to ensure appropriate client outcomes, client journey and client communication.
Speed of response/turnaround time in accordance with service standards set out in procedures and clients kept appropriately appraised.
Processes are executed in compliance with all regulations, as evidenced by file checks, observations, and client feedback.
To establish relationships with other business groups in the Titan group to achieve reciprocal business.
Develop and maintain good working relationships with external professional connections (ensuring appropriate agreements in place) to develop additional business opportunities.
Use objectives to focus on key business areas.
Highlight personal training needs to ensure a consistent level of service is offered to the business.
Ensure reading and product knowledge is always up to date to maintain and develop quality of reports and research.
Perform ad hoc tasks as and when required, always bearing in mind TCF and the needs of the business.
To highlight to your line manager procedures & processes that do not adhere to the principles of TCF/RCR and to put forward suggestions that improve the TCF/RCR practices within the department.
To carry out any other duties as may reasonably be required.
Adhere to consumer duty.

Requirements

What you’ll need

Experience using Microsoft Word and Excel and Databases.
Cash Flow Modelling (preferable but not essential).
Excellent standard of written and verbal communication.
Technical competence across all areas of financial planning.
Good decision-making skills.
Analytical mind and excellent attention to detail.
Excellent time management skills with an ability to work to deadlines.
Ability to coach and provide feedback.
Good technical knowledge and understanding of relevant regulations.
Essential - Diploma in Regulated Financial Planning (or equivalent)
Desirable - Advanced Diploma in Financial Planning/Chartered Financial Planner or willingness to progress to this
SPS holder
CAS holder

Benefits

Comp & perks

Competitive salary
Private Medical Insurance post probation
Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
25 days Annual Leave (plus buy and sell up to 5 days)
Office Christmas close (3-days)
Life Assurance
Health cash plan
Hybrid working
Discretionary performance related bonus
Employee Assistance Programme
Lunch and snacks provided in the Bristol office.
And lots of flexible benefits to choose from!

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Cash Flow ModellingFinancial PlanningAnalytical SkillsDecision-MakingTime ManagementTechnical CompetenceClient CommunicationReport WritingRegulatory ComplianceSales and Marketing

Soft Skills

Excellent CommunicationAttention to DetailCoachingFeedback ProvisionRelationship BuildingProactive EngagementClient Service OrientationProblem SolvingAdaptabilityTeam Collaboration

Certifications

Diploma in Regulated Financial PlanningAdvanced Diploma in Financial PlanningChartered Financial PlannerSPSCAS