Senior Private Client Financial Planner | Hybrid, SE

Titan Wealth Holdings Limited; South Ribble; Hybrid; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid working

25 days Annual Leave + public holidays

Private medical insurance

Group life insurance

Income protection insurance

Job summary

Titan Wealth Holdings Limited 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. The role offers strong client relationships, a comprehensive support structure, and a clear career pathway in a growing wealth management group.

Ideal candidates will be Chartered Financial Planners or close to Chartered status with CAS/SPS status, able to deliver holistic financial planning across

Qualifications

• Chartered Financial Planner or near Chartered status.
• CAS status / SPS holder.
• Proven experience managing and developing an established client portfolio.

Responsibilities

• Take ownership of an established client bank, providing ongoing holistic financial planning advice.
• Deliver high-quality advice across pensions, investments, protection, tax planning and retirement strategies.
• Maintain and strengthen long-term client relationships, identifying new advice opportunities.
• Ensure excellent client outcomes, service standards and communication throughout the client journey.
• Manage review cycles, ensuring proactive engagement with clients.
• Collaborate with Titan teams to deliver integrated solutions.

Skills

Chartered Financial Planner

CAS/SPS holder

Client relationships

Holistic planning

10+ years exp

Job description

Titan Wealth Holdings Limited 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. The role offers strong client relationships, a comprehensive support structure, and a clear career pathway in a growing wealth management group.

Ideal candidates will be Chartered Financial Planners or close to Chartered status with CAS/SPS status, able to deliver holistic financial planning across