Senior Financial Planner

Titan Wealth Holdings Limited· United Kingdom·26d ago

SeniorFull-timeHybrid

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.

Due to continued growth through strategic acquisitions, Titan Wealth is expanding rapidly – offering a unique blend of entrepreneurial energy and the backing of private equity. It’s an exciting time to join the business.

Titan Wealth Planning (TWP) is a key part of the Group, focused on delivering best-in-class advice across wealth management, retirement planning and employee benefits.

We are now looking for a Senior Financial Planner to join our Edinburgh office, inheriting and developing an existing client bank. This role offers a strong platform for an experienced adviser to focus on client relationships and high-quality advice delivery, with support from paraplanning and client services teams.

This role will see you inheriting a client bank of circa £80 Mil AUM

This is a hybrid role, with time spent in the Edinburgh office and meeting clients locally.