Wealth Planner: Grow with an Established Client Portfolio

Titanwh; Chester; Hybrid; GBP 55,000 - 75,000; Full time

Benefits offered by this job

On-site parking

Hybrid work pattern (3 days in office,

Ongoing client leads

Job summary

Titan Wealth, following its acquisition of Innes Reid, is seeking an experienced Financial Planner to join the Chester office and help drive the firm’s growth. You will inherit a mature client portfolio and work with a supportive team to deliver holistic planning across retirement, investments, pensions, estate and protection, with ongoing leads and a hybrid pattern (3 days in office, 2 from home).

Strong relationship-building and client-focused communication are essential to success in this

Qualifications

• Proven ability to build and maintain client relationships.
• Strong communication across complex financial topics.
• High level of professionalism and trust with clients.
• Solid understanding of holistic financial planning, incl. retirement, investment, pension, estate and protection needs.
• Stable career history with a client-led advisory background.

Responsibilities

• Deliver holistic financial planning advice to clients and families.
• Manage long-term client relationships and review plans regularly.
• Collaborate with support staff and paraplanning to execute recommendations.
• Leverage ongoing leads and referrals to grow the client base.

Skills

Relationship-building

Communication skills

Client-centric approach

Financial planning

Retirement planning

Education

Level 4 Diploma

Job description

Titan Wealth, following its acquisition of Innes Reid, is seeking an experienced Financial Planner to join the Chester office and help drive the firm’s growth. You will inherit a mature client portfolio and work with a supportive team to deliver holistic planning across retirement, investments, pensions, estate and protection, with ongoing leads and a hybrid pattern (3 days in office, 2 from home).

Strong relationship-building and client-focused communication are essential to success in this