Hybrid Financial Planner for Private Clients & Growth

Titan Wealth; City of Edinburgh; Hybride; GBP 45 000 - 65 000; Plein temps

Avantages offerts par ce poste

Private Medical Insurance

Pension scheme

25 days annual leave

Health cash plan

Hybrid working

Bonus potential

Résumé du poste

Titan Wealth is expanding its Private Client team in Edinburgh, delivering holistic financial planning services to clients with investable assets up to £250,000. The role operates on a hybrid model, 3 days in the office and 2 days home-based, with a focus on high-quality client service and regulatory compliance.

Ideal candidates will hold the Level 4 Diploma in Regulated Financial Planning, with opportunities to progress to advanced qualifications.

Qualifications

• Experience using Microsoft Word and Excel and Databases.
• Cash Flow Modelling is preferable.
• Excellent written and verbal communication.

Responsabilités

• New business development with proactive client contact to convert legacy clients to ongoing service.
• Reviewing existing clients to deliver the ongoing service proposition.
• Provide holistic financial planning solutions across the full suite of services.

Connaissances

MS Word

Excel

Databases

Cash Flow Modelling

Written & verbal communication

Regulatory knowledge

Decision making

Time management

Coaching & feedback

Formation

Diploma in Regulated Financial Planning

Advanced Diploma/Chartered Financial Planner (or willingness to progress)

Description du poste

Titan Wealth is expanding its Private Client team in Edinburgh, delivering holistic financial planning services to clients with investable assets up to £250,000. The role operates on a hybrid model, 3 days in the office and 2 days home-based, with a focus on high-quality client service and regulatory compliance.

Ideal candidates will hold the Level 4 Diploma in Regulated Financial Planning, with opportunities to progress to advanced qualifications.