Senior Financial Planner

Titan Wealth Holdings

Senior Financial Planner focusing on client relationships and delivering high-quality advice. Joining a fast-growing wealth management business with a dynamic work environment in the UK.

Posted 7/2/2026full-timeGlasgow • 🇬🇧 United KingdomSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in holistic financial planning, delivering high-quality advice across pensions, investments, protection, tax planning, and retirement strategies while maintaining compliance with FCA regulations. Strong relationship management and communication skills are essential for managing client relationships and generating additional revenue through referrals.

Highest-signal resume keywords

Holistic Financial AdviceClient Relationship ManagementCompetent Adviser Status (CAS)Financial Planning DiplomaCompliance with FCA Regulations

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

PensionsInvestmentsProtectionTax PlanningRetirement StrategiesClient ReviewsCross-SellingSuitability ReportsTechnical KnowledgeParaplanning

Soft Skills

Excellent CommunicationRelationship Management

Certifications & Qualifications

Diploma in Financial PlanningChartered Financial Planner StatusCurrent SPS Holder

Industry Keywords

FCA RegulationsClient BankTCF PrinciplesOrganic GrowthProfessional Introducers

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!