At a Glance
- Tasks: Manage and advise an established client portfolio with holistic financial planning.
- Company: Join Titan Wealth, a fast-growing wealth management business with a dynamic culture.
- Benefits: Competitive salary, generous pension scheme, hybrid working, and extensive benefits.
- Other info: Embrace creativity, commitment, and collaboration in a supportive environment.
- Why this job: Make a real impact by building long-term client relationships and advancing your career.
- Qualifications: Chartered Financial Planner or close to achieving Chartered status with significant experience.
The predicted salary is between 56700 - 69300 £ per year.
Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions.
We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term. We are looking for an experienced Financial Planner to join Titan Wealth’s Private Client business in the South East, taking ownership of an established client portfolio from day one. This is an opportunity for an established adviser who wants to focus on delivering high-quality, relationship-led financial planning, with the benefit of a strong support structure around them.
The role offers:
- Immediate access to an existing client bank
- Full paraplanning and administrative support
- A clear pathway for continued career progression
- The opportunity to work within a growing, acquisitive wealth management business
- Exposure to a broad client base and more complex financial planning scenarios
- The opportunity to develop and grow an established portfolio over time
We’re particularly interested in Chartered Financial Planners, or highly experienced advisers within one or two examinations of achieving Chartered status, who combine strong technical capability with excellent client relationship skills.
Responsibilities
Client Management & Advice Delivery
- 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 clients receive proactive and timely engagement
- Generate additional revenue through client referrals and cross-selling opportunities
- Collaborate with wider Titan teams (investment management, employee benefits, etc.) to deliver integrated solutions
Business Development
- Identify and act on opportunities within your existing client bank
- Support organic growth through referrals and professional introducers
- Build and maintain relationships with external professional connections (accountants, solicitors, etc.)
- Contribute to local growth plans aligned with regional and national strategy
Compliance & Governance
- Provide advice in line with FCA regulations and Titan policies
- Maintain Competent Adviser Status (CAS) and ‘Fit & Proper’ requirements
- Ensure all client files and suitability reports meet compliance standards
- Stay up to date with industry developments and technical knowledge
- Operate in line with TCF principles at all times
About you
Essential
- Chartered Financial Planner, or within one or two examinations of achieving Chartered status
- CAS status / current SPS holder
- Significant experience working as a Financial Planner / Financial Adviser, ideally with 10+ years’ experience
- Proven experience managing and developing an established client portfolio
- Strong ability to deliver holistic financial planning advice
- Excellent communication, listening and relationship-management skills
- The ability to communicate complex advice clearly and confidently to a broad range of clients
- Strong commercial awareness and the ability to convert high-quality advice into positive client outcomes
Desirable
- Experience advising business owners and corporate clients
- Previous bancassurance experience or another strongly structured adviser-training background
Bring your experience to an established client portfolio and make it your own, with the support and scale of Titan Wealth behind you. This is an opportunity to build and maintain meaningful, long-term client relationships, develop an existing book and continue progressing your career within a growing wealth management business. With a compelling base salary and newly revised bonus structure, the established client portfolio also creates the potential to start earning bonus from day one.
Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:
- Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.
- Commitment – we are a team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.
- Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.
Terms
- Competitive salary
- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
- 25 days Annual Leave + public holidays
- Buy and sell holidays up to 5 days
- Office Christmas close (3-days)
- A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.
- Hybrid working
- Further education and training support
- Discretionary performance related bonus
- Confidential Employee Assistance Programme
- 2 days per year for voluntary work
- And lots of flexible benefits to choose from!
The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.
Financial Planner - South East in Leyland employer: Titan Wealth Holdings Limited
Titan Wealth is an exceptional employer, offering a dynamic work environment that fosters creativity, collaboration, and commitment. With a strong focus on employee growth, the company provides extensive benefits including a competitive salary, attractive pension scheme, and support for further education, all while promoting a culture of inclusivity and flexibility. Located in the UK and South Africa, Titan Wealth empowers its employees to drive meaningful change and achieve their professional ambitions within a rapidly growing wealth management business.
Contact Details:
Titan Wealth Holdings Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner - South East in Leyland
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We think you need these skills to ace Financial Planner - South East in Leyland
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How to prepare for a job interview at Titan Wealth Holdings Limited
✨Brush Up on Financial Analysis Skills
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