Senior Financial Planner - Established Book, Hybrid, Bonus
Titan Wealth
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Benefits offered by this job
Job summary
Titan Wealth is seeking an experienced Financial Planner to join its Private Client business in the South East, taking ownership of an established client portfolio from day one. You will deliver holistic financial planning and high‑quality advice with strong support across pensions, investments and retirement strategies.
The role emphasizes relationship management, client growth through referrals, and compliance with FCA regulations within a collaborative team environment and flexible hybrid
Qualifications
- Chartered Financial Planner status or near Chartered status.
- Significant experience delivering holistic financial planning.
- Strong communication and relationship-management skills.
Responsibilities
- Take ownership of an established client bank with ongoing holistic planning.
- Deliver advice across pensions, investments, protection, tax planning and retirement strategies.
- Maintain long-term client relationships and identify new opportunities.
- Ensure client outcomes and service standards meet FCA and Titan policies.
- Collaborate with Titan teams to deliver integrated solutions.
Skills
Education
Job description
Titan Wealth is seeking an experienced Financial Planner to join its Private Client business in the South East, taking ownership of an established client portfolio from day one. You will deliver holistic financial planning and high‑quality advice with strong support across pensions, investments and retirement strategies.
The role emphasizes relationship management, client growth through referrals, and compliance with FCA regulations within a collaborative team environment and flexible hybrid
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