Glasgow, Scotland, United Kingdom · Hybrid
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
London, England, United Kingdom · Hybrid
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: Regulatory Advisory, FCA Regulations, Legal Drafting, Contract Negotiation, Risk Management
City of Edinburgh, Scotland, United Kingdom · Hybrid
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
Stevenage, England, United Kingdom · Hybrid
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: Administration, Client Support, Data Analysis, Excel, MS Office
City of Edinburgh, Scotland, United Kingdom · Hybrid
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
Melbourne, Victoria, Australia · Hybrid
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
Birmingham, England, United Kingdom · Hybrid
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
Hampshire, England, United Kingdom · Hybrid
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
Cape Town, Western Cape, South Africa · Hybrid
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: Requirements Elicitation, Process Mapping, User Stories, Data Modeling, Agile Methodology
Bristol, England, United Kingdom · Hybrid
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: Financial planning, IFA administration, Regulatory compliance, FCA standards, Client services
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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.
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 desirable.
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 some time being spent in our Edinburgh office and visiting clients.
\nResponisbilitiesCreativity – 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.
- 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.
Integrated solutions for investment managers and IFAs
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
Integrated solutions for investment managers and IFAs
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
