Financial Planner - South East

Titan Wealth Holdings Limited

4d•Hybrid

About The Position

Titan Wealth is seeking an experienced Financial Planner to join its Private Client business in the South East. The role takes ownership of an established client portfolio from day one and focuses on high-quality, relationship-led financial planning, supported by paraplanning and administrative teams. The successful candidate will develop the existing portfolio, deliver holistic advice, strengthen long-term client relationships and contribute to business growth within a growing wealth management business. The role offers immediate access to an existing client bank, a clear pathway for career progression, exposure to a broad client base and complex planning scenarios, and the opportunity to earn a discretionary bonus from day one through the established portfolio and revised bonus structure. The position involves working with clients and collaborating with Titan teams, including investment management and employee benefits.

Requirements

Be a Chartered Financial Planner or be within one or two examinations of achieving Chartered status.
Hold CAS status and a current SPS.
Have significant experience working as a Financial Planner or Financial Adviser; ideally, 10 or more years.
Have proven experience managing and developing an established client portfolio.
Be able to deliver holistic financial planning advice.
Have excellent communication, listening and relationship-management skills.
Be able to communicate complex advice clearly and confidently to a broad range of clients.
Have strong commercial awareness and the ability to convert high-quality advice into positive client outcomes.
Demonstrate willingness to embrace the company values of Creativity, Commitment and Collaboration.

Nice To Haves

Experience advising business owners and corporate clients.
Previous bancassurance experience or another strongly structured adviser-training background.

Responsibilities

Take ownership of an established client bank and provide ongoing holistic financial planning advice.
Deliver 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 and provide clients with proactive, timely engagement.
Generate additional revenue through client referrals and cross-selling opportunities.
Collaborate with wider Titan teams, including investment management and employee benefits, to deliver integrated solutions.
Identify opportunities within the existing client bank and support organic growth through referrals and professional introducers.
Build and maintain relationships with external professional connections, such as accountants and solicitors.
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 meet Fit & Proper requirements.
Ensure client files and suitability reports meet compliance standards.
Stay up to date with industry developments and technical knowledge.
Operate in line with Treating Customers Fairly (TCF) principles.

Benefits

Competitive salary.
Attractive Employee Pension Scheme with a 7.5% employer contribution and minimum 3% employee contribution.
25 days of annual leave plus public holidays.
Option to buy and sell up to five days of holiday.
Three-day office Christmas close.
Private medical insurance.
Group life insurance.
Income protection insurance.
Hybrid working.
Further education and training support.
Discretionary performance-related bonus.
Confidential Employee Assistance Programme.
Two days per year for voluntary work.
Flexible benefits to choose from.