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
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
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, Immediate access to an existing client bank
Full paraplanning and administrative support
Clear pathway for continued career progression
Opportunity to work within a growing, acquisitive business
Exposure to a broad client base and more complex planning scenarios

Diploma in Financial Planning (or equivalent)
CAS status / current SPS holder
Proven experience managing client relationships as a Financial Planner
Strong ability to deliver holistic financial advice
Excellent communication and relationship management skills
Chartered Financial Planner status or working towards
Experience managing or taking on an existing client bank
Broad technical knowledge across all areas of financial planning
Previous paraplanning experience

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.

1 Titan Wealth Holdings Limited jobs in Scotland