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

Senior Financial Planner

Key skills