Hybrid Financial Planner – Wealth Planning & Growth

Titan Wealth Holdings Limited; Wigan; Hybrid; GBP 40,000 - 70,000; Full time

Benefits offered by this job

Private Medical Insurance

Annual Leave 25 days

Hybrid working

Pension scheme

Discretionary bonus

Life Assurance

Health cash plan

Employee Assistance Programme

Job summary

Titan Wealth Holdings Limited, via Titan Wealth Planning, seeks a desk-based Financial Planner to service clients with investable assets up to £250,000. This hybrid, full-time role (35 hours) supports private clients and a growing tech-enabled advisory service.

Applicants should hold the Level 4 Diploma in Regulated Financial Planning, demonstrate strong MS Word/Excel skills, and pursue compliant, independent advice while driving service growth.

Qualifications

• Diploma in Regulated Financial Planning (or equivalent) is essential.
• Excellent written and verbal communication skills.
• Technical competence across financial planning disciplines.
• Cash Flow Modelling experience preferred but not essential.

Responsibilities

• Develop new business opportunities and proactively engage with clients.
• Review and service existing clients to deliver our ongoing proposition.
• Provide holistic financial planning across full solutions suite.
• Achieve revenue targets set by regional management.
• Drive cross-selling and refer business within Titan Group.
• Maintain client relationships and identify new advice needs.
• Generate client inquiries and advise income from these leads.
• Adhere to regulatory requirements and Titan policies in all reports.

Skills

Cash Flow Modelling

Microsoft Word

Microsoft Excel

Databases

Education

Diploma in Regulated Financial Planning (or equivalent)

Tools

Microsoft Word

Microsoft Excel

Databases

Job description

Titan Wealth Holdings Limited, via Titan Wealth Planning, seeks a desk-based Financial Planner to service clients with investable assets up to £250,000. This hybrid, full-time role (35 hours) supports private clients and a growing tech-enabled advisory service.

Applicants should hold the Level 4 Diploma in Regulated Financial Planning, demonstrate strong MS Word/Excel skills, and pursue compliant, independent advice while driving service growth.