At a Glance
- Tasks: Provide expert financial planning and build lasting relationships with clients.
- Company: Join a well-established firm with a stellar reputation in financial planning.
- Benefits: Competitive salary, strong client base, and opportunities for career growth.
- Other info: Be part of a supportive team with over 26 years of success.
- Why this job: Inherit a mature client portfolio and make a real impact on clients' financial futures.
- Qualifications: Experience in financial planning and a passion for client relationships.
The predicted salary is between 56700 - 69300 £ per year.
Following Titan Wealth's acquisition of Innes Reid , we are seeking an experienced Financial Planner to join the Chester office and play a key role in the next chapter of the firm's growth.
Established for over 26 years, Innes Reid has built an outstanding reputation within the financial planning market through entirely organic growth.
The business employs around 30 people, including 10 Financial Planners, and generates between 40 and 60 client enquiries every month through its strong reputation and referral network.
The firm takes a selective approach to client onboarding, focusing on building long-term relationships with individuals and families who value high-quality financial advice.
Their client base primarily consists of professionals, business owners, self-employed individuals and retirees seeking trusted, holistic financial planning support.
The Opportunity This position has arisen due to the planned retirement of a long-serving Director who has been with the business for more than 20 years.
As a result, the successful Financial Planner will inherit a mature and established client portfolio, providing an exceptional platform from which to build a long-term and successful career.
The portfolio consists of approximately: 200–230 households Over £450,000 in recurring annual revenue Significant assets under management ...
Senior Financial Planner employer: Titan Wealth Holdings Limited Careers
Titan Wealth is an exceptional employer, offering a dynamic work environment in Edinburgh and Inverurie that fosters creativity, commitment, and collaboration. With a strong focus on employee growth, we provide comprehensive benefits including a competitive salary, attractive pension scheme, and support for further education, all while promoting a culture of inclusivity and flexibility. Join us to make a meaningful impact in wealth management and enjoy the opportunity to thrive in your career.
Contact Details:
Titan Wealth Holdings Limited Careers Recruitment Team
