Hybrid Financial Planner – Desk-Based Wealth Advice

Titan Wealth Holdings Limited; Inverurie; Hybrid; GBP 35,000 - 60,000; Full time

Benefits offered by this job

Competitive salary

Private Medical Insurance post-prob.

Pension scheme (7.5% employer)

25 days annual leave

Health cash plan

Hybrid working

Discretionary bonus

Employee Assistance Programme

Flexible benefits

Job summary

Titan Wealth Planning (TWP), a Titan Wealth subsidiary, seeks a driven Private Client Financial Planner to deliver excellent planning, advice and service for clients with investable assets up to £250,000. The role emphasizes tech adoption and expanding private client relationships.

It's a hybrid Inverurie, 35-hour week, with three days in the office and two home-based. Ideal candidates hold the level 4 diploma, have paraplanning experience, and are keen to start or advance a career in Financial

Qualifications

• Essential: Diploma in Regulated Financial Planning (or equivalent).
• Experience with private client financial planning preferred.
• Proficient in Word, Excel and database usage.

Responsibilities

• Develop new business by proactively contacting legacy clients and converting them to ongoing service.
• Review and engage with existing clients to deliver holistic financial planning solutions.
• Provide expert independent financial advice within Titan policies and regulatory requirements.

Skills

Excellent communication

Analytical mindset

Attention to detail

Time management

Decision making

Coaching and feedback

Client-focused service

Education

Diploma in Regulated Financial Planning (or equivalent)

Tools

Microsoft Word

Microsoft Excel

Databases

Job description

Titan Wealth Planning (TWP), a Titan Wealth subsidiary, seeks a driven Private Client Financial Planner to deliver excellent planning, advice and service for clients with investable assets up to £250,000. The role emphasizes tech adoption and expanding private client relationships.

It's a hybrid Inverurie, 35-hour week, with three days in the office and two home-based. Ideal candidates hold the level 4 diploma, have paraplanning experience, and are keen to start or advance a career in Financial