Hybrid Financial Planner — Private Client Wealth

Titan Wealth; Newton Mearns; Hybrid; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Private Medical Insurance

Pension Scheme

25 days Annual Leave

Office Christmas close

Life Assurance

Health cash plan

Hybrid working

Discretionary bonus

Employee Assistance Programme

Job summary

Titan Wealth Planning (TWP), a Titan Wealth subsidiary in Newton Mearns, is hiring for a desk-based Private Client role. You will service existing clients with investable assets up to £250,000, delivering tailored financial planning and independent advice with a strong emphasis on technology-enabled client experience.

The role suits those with a Paraplanning background or direct Private Client experience, holding the Level 4 Diploma, and seeking career growth within Financial Planning.

Qualifications

• Diploma in Regulated Financial Planning (or equivalent) is essential.
• Strong written and verbal communication skills required.
• Experience with holistic financial planning and client service is expected.

Responsibilities

• Deliver holistic financial planning solutions to private clients.
• Develop new business, maintain client relationships, and meet revenue targets.
• Provide independent advice compliant with Titan policies and regulations.
• Engage in cross-selling and referrals across Titan group services.
• Maintain professional development and keep up-to-date with product knowledge.

Skills

Microsoft Word

Microsoft Excel

Cash Flow Modelling

Financial planning knowledge

Analytical thinking

Education

Diploma in Regulated Financial Planning (or equivalent)

Tools

Databases

Job description

Titan Wealth Planning (TWP), a Titan Wealth subsidiary in Newton Mearns, is hiring for a desk-based Private Client role. You will service existing clients with investable assets up to £250,000, delivering tailored financial planning and independent advice with a strong emphasis on technology-enabled client experience.

The role suits those with a Paraplanning background or direct Private Client experience, holding the Level 4 Diploma, and seeking career growth within Financial Planning.