Financial Planner

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

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

Experience managing or taking on an existing client bank

Broad technical knowledge across all areas of financial planning

Previous paraplanning experience

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