At a Glance
- Tasks: Provide financial planning services to clients with investable assets up to £250,000.
- Company: Titan Wealth Holdings Limited, a tech-enabled advisory service.
- Benefits: Full-time hybrid role with competitive salary and growth opportunities.
- Other info: Supportive environment focused on compliant, independent advice.
- Why this job: Join a dynamic team and help clients achieve their financial goals.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and strong MS Word/Excel skills.
The predicted salary is between 35000 - 45000 £ per year.
Titan Wealth Holdings Limited, via Titan Wealth Planning, seeks a desk-based Financial Planner to service clients with investable assets up to £250,000.
This hybrid, full-time role (35 hours) supports private clients and a growing tech-enabled advisory service.
Applicants should hold the Level 4 Diploma in Regulated Financial Planning, demonstrate strong MS Word/Excel skills, and pursue compliant, independent advice while driving service growth.
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Hybrid Financial Planner – Wealth Planning & Growth in Wigan employer: Titan Wealth Holdings Limited
Titan Group is an exceptional employer, offering a supportive and inclusive work culture that prioritises employee growth and development. With a competitive salary, attractive benefits including a robust pension scheme, and opportunities for further education and training, employees can thrive in their careers while enjoying a healthy work-life balance through hybrid working arrangements. Located in Harrogate, this role provides a unique chance to gain hands-on experience in the wealth management sector, working alongside experienced professionals committed to fostering a positive and collaborative environment.
Contact Details:
Titan Wealth Holdings Limited Recruitment Team
