Financial Planner with Inherited Portfolio | Hybrid

Financial Planning Firm; Chester; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

On-site parking

Hybrid work model

Job summary

Titan Wealth, following the acquisition of Innes Reid, is seeking an experienced Financial Planner to join the Chester office and continue building a growth trajectory through a mature client book.

You will deliver holistic financial planning and manage long-term relationships across retirement, investments, pension, estate and protection planning, supported by admin and paraplanning assistance.

Qualifications

• Previous experience as a Financial Planner / Financial Adviser
• Level 4 Diploma qualified (minimum)
• Strong relationship-building and communication skills
• A client-centric approach to financial planning
• A stable and consistent career history
• Professionalism, warmth and credibility when engaging with clients
• The ability to build trust and establish long-term relationships

Responsibilities

• Deliver holistic financial planning advice across retirement, investment, pension, estate and protection planning
• Manage long-term client relationships across a broad range of financial planning needs
• Work with a supportive team to focus on client outcomes and relationship management
• Benefit from continued access to quality leads and an established referral network
• Collaborate to grow the portfolio through proactive client engagement
• Maintain high professional standards aligned with the firm’s relationship-led approach

Skills

Relationship-building

Communication skills

Client-centric approach

Professionalism

Education

Level 4 Diploma

Job description

Titan Wealth, following the acquisition of Innes Reid, is seeking an experienced Financial Planner to join the Chester office and continue building a growth trajectory through a mature client book.

You will deliver holistic financial planning and manage long-term relationships across retirement, investments, pension, estate and protection planning, supported by admin and paraplanning assistance.