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Senior Financial Planner
Titan Wealth HoldingsSenior Financial Planner managing an existing client bank at Titan Wealth, focused on delivering best-in-class advice across wealth management and retirement planning.
About the role
Key responsibilities & impact- Take ownership of an established client bank, providing ongoing holistic financial planning advice
- Deliver high-quality advice across pensions, investments, protection, tax planning and retirement strategies
- Maintain and strengthen long-term client relationships, identifying new advice opportunities
- Ensure excellent client outcomes, service standards and communication throughout the client journey
- Manage review cycles, ensuring clients receive proactive and timely engagement
- Generate additional revenue through client referrals and cross-selling opportunities
- Collaborate with wider Titan teams (investment management, employee benefits, etc.) to deliver integrated solutions
- Identify and act on opportunities within your existing client bank
- Support organic growth through referrals and professional introducers
- Build and maintain relationships with external professional connections (accountants, solicitors, etc.)
- Contribute to local growth plans aligned with regional and national strategy
- Provide advice in line with FCA regulations and Titan policies
- Maintain Competent Adviser Status (CAS) and ‘Fit & Proper’ requirements
- Ensure all client files and suitability reports meet compliance standards
- Stay up to date with industry developments and technical knowledge
- Operate in line with TCF principles at all times
Requirements
What you’ll need- Diploma in Financial Planning (or equivalent)
- CAS status / current 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 working towards (desirable)
- Experience managing or taking on an existing client bank (desirable)
- Broad technical knowledge across all areas of financial planning (desirable)
- Previous paraplanning experience (desirable)
Benefits
Comp & perks- Immediate access to an existing client bank
- Full paraplanning and administrative support
- Clear pathway for continued career progression
- Opportunity to work within a growing, acquisitive business
- Exposure to a broad client base and more complex planning scenarios
- Competitive salary
- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
- 25 days Annual Leave + public holidays
- Buy and sell holidays up to 5 days
- Office Christmas close (3-days)
- A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.
- Hybrid working
- Further education and training support
- Discretionary performance related bonus
- Confidential Employee Assistance Programme
- 2 days per year for voluntary work
- And lots of flexible benefits to choose from!
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
PensionsInvestmentsProtectionTax PlanningRetirement StrategiesClient ReviewsCross-SellingSuitability ReportsTechnical KnowledgeParaplanning
Soft Skills
Excellent CommunicationRelationship ManagementProactive EngagementCollaboration
Certifications
Diploma in Financial PlanningCompetent Adviser Status (CAS)Chartered Financial Planner Status