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Jobs at Titan Wealth (Now Hiring) — 12 open

Titan Wealth logoTitan Wealth

Senior Financial Planner

City of Edinburgh, Scotland, United Kingdom · Hybrid

Senior

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 managem…

Skills: Financial Planning, Client Relationship Management, Pensions Advice, Investment Planning, Protection Planning

Titan Wealth logoTitan Wealth

Head of Reward

London, England, United Kingdom · Hybrid

Senior+

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 managem…

Skills: Reward Strategy, Compensation Design, Salary Benchmarking, Benefits Harmonisation, Financial Modelling

Titan Wealth logoTitan Wealth

Senior Investment Manager

Harrogate, England, United Kingdom · Hybrid

Senior

About us The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy…

Skills: Investment Management, Portfolio Management, Asset Allocation, Equity Analysis, Fixed Income

Titan Wealth logoTitan Wealth

Senior Investment Manager

London, England, United Kingdom · Hybrid

Senior

About us The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy…

Skills: Investment Management, Portfolio Management, Equity Analysis, Fixed Income, Alternative Assets

Titan Wealth logoTitan Wealth

Employee Benefits Administrator

Stevenage, England, United Kingdom · Hybrid

Mid level

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 managem…

Skills: Attention To Detail, Organisational Skills, Professional Communication, Problem-Solving, Excel

Titan Wealth logoTitan Wealth

Paraplanner

City of Edinburgh, Scotland, United Kingdom · Hybrid

Mid level

The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be…

Skills: Suitability Report Writing, Financial Planning, Coaching and Mentoring, Complex Problem Solving, Technical Knowledge of Advice

Titan Wealth logoTitan Wealth

Senior Financial Planning Administrator

Harrogate, England, United Kingdom · Hybrid

Senior

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 managem…

Skills: Financial Planning, Wealth Management, Client Relationship Management, High Net Worth Client Support, Case Progression

Titan Wealth logoTitan Wealth

IFA Administrator

Hampshire, England, United Kingdom · Hybrid

Mid level

The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be…

Skills: IFA Administration, Financial Planning, Client Relationship Management, Data Validation, Regulatory Compliance

Titan Wealth logoTitan Wealth

Paraplanner

Birmingham, England, United Kingdom · Hybrid

Mid level

The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be…

Skills: Suitability Report Writing, Financial Planning, Coaching And Mentoring, Complex Problem Solving, Numeracy

Titan Wealth logoTitan Wealth

Senior Client Support – Private Client

Hampshire, England, United Kingdom · Hybrid

Mid level

The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be…

Skills: Client Support, Financial Planning, Wealth Management, Regulatory Compliance, Data Validation

Titan Wealth logoTitan Wealth

Paraplanner

Melbourne, Victoria, Australia · Hybrid

Mid level

The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be…

Skills: Suitability Report Writing, Financial Planning, Coaching And Mentoring, Complex Problem Solving, Analytical Thinking

Titan Wealth logoTitan Wealth

IFA Administrator

Hampshire, England, United Kingdom · Hybrid

Mid level

The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be…

Skills: IFA Administration, Financial Planning, Client Relationship Management, Data Validation, Regulatory Compliance

Titan Wealth logo

Senior Financial Planner

Titan Wealth

City of Edinburgh, Scotland, United Kingdom • Hybrid

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Senior

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  • Full-time
  • professional certificate
  • Employee Pension Scheme, 25 Days Annual Leave, Public Holidays, Buy And Sell Holidays, Office Christmas Close, Private Medical Insurance
  • Posted 3d ago
  • ~40 hrs/week

Responsibilities

Manage and develop an established client bank by providing holistic financial planning advice across pensions, investments, and tax. Drive organic growth through referrals and collaborate with internal teams to deliver integrated wealth management solutions.

Requirements

Requires a Diploma in Financial Planning and current CAS status with proven experience in managing client relationships. Chartered Financial Planner status and previous paraplanning experience are highly desirable.

Full job description

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

\nResponisbilities

Client Management & Advice Delivery

  • 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

Business Development

  • 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

Compliance & Governance

  • 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
About you

Essential

  • 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

Desirable

  • Chartered Financial Planner status or working towards
  • Experience managing or taking on an existing client bank
  • Broad technical knowledge across all areas of financial planning
  • Previous paraplanning experience
\n

What We Offer

  • 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

Our employees are talented people, distinguished by excellence.  You will be able to demonstrate a willingness to embrace the Company values of:

Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.

Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.

Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.

Terms

- Competitive salary

- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)

- 25 days Annual Leave + public holidays

- Buy and sell holidays up to 5 days

- Office Christmas close (3-days) 

- A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.

- Hybrid working

- Further education and training support

- Discretionary performance related bonus

- Confidential Employee Assistance Programme

- 2 days per year for voluntary work

- And lots of flexible benefits to choose from!

The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.

Related keywords

Wealth ManagementFinancial PlanningFCACAS StatusSPS HolderChartered Financial PlannerPensionsInvestmentsTax PlanningRetirement PlanningTCF PrinciplesSuitability ReportsClient BankParaplanningEmployee Benefits

About Titan Wealth

LinkedInVisit site

Integrated solutions for investment managers and IFAs

Industry
Financial Services
Company size
1,001-5,000 employees
Founded
2020
Headquarters
London, England
LinkedIn followers
13,321

Titan Wealth is developing a whole new approach to providing wealth management solutions by acquiring and integrating the full range of wealth services. Through economies of scale and seamless operations, this innovative business model is giving Advisers and their clients the best opportunity to fulfil their financial ambitions. With full access to wealth planning, whole-of-market execution, settlement, custody, reporting and compliance, Titan Wealth is empowering Advisers to build better client relationships, needs-matched portfolios and a more efficient and profitable business. Titan Wealth also provides execution, custody, clearing and wealth management services to small and medium sized brokers, proprietary traders, family offices and wealth managers.

Offices: 101 Wigmore Street, London, England W1U 1QU, GB

Wealth ManagementAsset ManagementFacility ManagementFinancial Services
View all jobs at Titan Wealth

About Titan Wealth

LinkedInVisit site

Integrated solutions for investment managers and IFAs

Industry
Financial Services
Company size
1,001-5,000 employees
Founded
2020
Headquarters
London, England
LinkedIn followers
13,321

Titan Wealth is developing a whole new approach to providing wealth management solutions by acquiring and integrating the full range of wealth services. Through economies of scale and seamless operations, this innovative business model is giving Advisers and their clients the best opportunity to fulfil their financial ambitions. With full access to wealth planning, whole-of-market execution, settlement, custody, reporting and compliance, Titan Wealth is empowering Advisers to build better client relationships, needs-matched portfolios and a more efficient and profitable business. Titan Wealth also provides execution, custody, clearing and wealth management services to small and medium sized brokers, proprietary traders, family offices and wealth managers.

Offices: 101 Wigmore Street, London, England W1U 1QU, GB

Wealth ManagementAsset ManagementFacility ManagementFinancial Services
View all jobs at Titan Wealth

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