Private Wealth Financial Planner - Hybrid Role

Titan Wealth Holdings Limited

Lancashire

Hybrid

GBP 36,000 - 56,000

Full time

11 days ago

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Benefits offered by this job

Competitive salary

Private Medical Insurance

Attractive Pension Scheme

25 days Annual Leave

Office Christmas close

Life Assurance

Health cash plan

Hybrid working

Discretionary bonus

Employee Assistance Programme

Flexible benefits

Job summary

Titan Wealth Group is seeking a desk-based Private Client Financial Planner to service clients with investable assets up to £250,000. The role emphasizes delivering expert financial planning, independent advice, and a top-tier client experience.

The position is hybrid, full-time (35 hours/week) with 3 days in the office and 2 days home-based. A level 4 diploma in Financial Planning is essential. Opportunities exist for growth within the Titan Wealth Planning unit.

Qualifications

Diploma in Regulated Financial Planning (or equivalent)
Excellent written and verbal communication
Technical competence across financial planning
Good decision-making and analytical skills
Ability to coach and provide feedback
Experience with Microsoft Word, Excel and databases

Responsibilities

New business development and converting legacy clients to ongoing service proposition
Engage with and review existing clients to deliver holistic financial planning
Provide independent financial planning advice compliant with regulations and Titan policies
Deliver high-quality client service and timely responses
Maintain knowledge of policies, processes and regulatory requirements
Develop and maintain relationships with external professional connections to generate new opportunities
Ensure reports and recommendations adhere to procedures and TCF/RCR principles