Chartered Financial Planner - Southeast Portfolio Lead

Titan Wealth Holdings Limited

United States

Hybrid

USD 94,000 - 147,000

Full time

5 days ago

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Benefits offered by this job

Competitive salary

Pension scheme

25 days annual leave + holidays

Buy/sell holidays up to 5 days

Office Christmas close

Private medical insurance

Group life insurance

Income protection insurance

Hybrid working

Training & development support

Discretionary bonus

Employee assistance programme

Volunteering days

Flexible benefits

Job summary

Titan Wealth Holdings Limited is seeking an experienced Financial Planner to join its Private Client team in the South East, taking ownership of an established client portfolio from day one. You will deliver comprehensive financial planning across pensions, investments, protection, tax planning and retirement strategies within a supportive, growth-oriented business.

The role offers a base salary, hybrid working, and a structured path for career progression within a growing wealth management

Qualifications

Chartered Financial Planner, or within one or two examinations of achieving Chartered status.
CAS status / current SPS holder.
Significant experience as a Financial Planner / Financial Adviser, ideally 10+ years.

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 long-term client relationships and identify new advice opportunities.
Ensure excellent client outcomes and communication throughout the client journey.
Manage review cycles and proactive engagement; generate revenue through referrals and cross-selling.
Collaborate with Titan teams to deliver integrated solutions.