Hybrid Financial Planner for Private Client Wealth

Titan Wealth; Inverurie; Hybrid; GBP 36,000 - 60,000; Full time

Benefits offered by this job

Competitive salary

Private Medical Insurance

Pension scheme

25 days annual leave

Health cash plan

Hybrid working

Discretionary performance bonus

Employee Assistance Programme

Life Assurance

Job summary

Titan Wealth Planning (TWP) is seeking a desk-based financial planner to service existing clients with investable assets up to £250,000, in a hybrid Inverurie role. The team leverages tech adoption to enhance client experiences while delivering holistic financial planning solutions.

The role suits those with Private Client experience or paraplanning background, who hold the Level 4 Diploma and are keen to progress within Titan Wealth’s growing family of services.

Qualifications

• Essential: Diploma in Regulated Financial Planning (or equivalent).
• Experience in private client planning or paraplanning advantageous.
• Strong communication and regulatory knowledge required.

Responsibilities

• Provide holistic financial planning to private clients across full solutions.
• Deliver excellent advice and client service via desk-based model.
• Achieve revenue targets in line with regional plans.
• Proactively nurture client relationships and identify new needs.
• Cross-sell and refer opportunities within Titan group while maintaining TCF compliance.
• Maintain knowledge of policies, processes and regulatory requirements.

Skills

Word processing

Excel

Databases

Cash flow modelling

Written & verbal communication

Regulatory knowledge

Decision making

Time management

Coaching & feedback

Analytical thinking

Education

Diploma in Regulated Financial Planning

Tools

None

Job description

Titan Wealth Planning (TWP) is seeking a desk-based financial planner to service existing clients with investable assets up to £250,000, in a hybrid Inverurie role. The team leverages tech adoption to enhance client experiences while delivering holistic financial planning solutions.

The role suits those with Private Client experience or paraplanning background, who hold the Level 4 Diploma and are keen to progress within Titan Wealth’s growing family of services.