Deliver holistic financial planning advice to private clients with assets of £250k+
Provide independent advice across the full suite of financial planning solutions
Maintain and grow long‑term client relationships
Ensure a consistently high‑quality client experience
Generate new advice opportunities within the existing book
Drive cross‑selling and referrals into other parts of the Titan Group
Achieve revenue and new business targets set by line management
Participate in sales and marketing activities at a local, regional and national level
Proactively identify new business opportunities
Support wider business initiatives as required
Deliver advice in line with FCA regulations and Titan policies
Maintain Fit and Proper status, including CPD and SPS
Ensure advice and client files meet internal and regulatory standards
Maintain strong technical and industry knowledge
Operate with TCF and client outcomes at the forefront at all times

Diploma in Financial Planning (or equivalent) SPS holder/CAS holder
Advanced Diploma in Financial Planning / Chartered Financial Planner status or willingness to progress towards Chartered status.
Proven experience as a Financial Planner.
Paraplanning experience (preferred but not essential).
Technical competence across all areas of financial planning.
Proficient in Microsoft Word.

Financial Planner

Key skills