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Titan Wealth Holdings

Financial Planner

Titan Wealth Holdings

. Take ownership of an established client bank and provide ongoing holistic financial planning advice .

Posted 11/3/2026full-timeUnited KingdomSeniorLeadWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in holistic financial planning, including pensions, investments, protection, tax planning, and retirement strategies, while maintaining compliance with FCA regulations. Proven ability to build and sustain long-term client relationships and generate revenue through referrals and cross-selling opportunities.

Highest-signal resume keywords
Chartered Financial PlannerHolistic Financial PlanningClient Relationship ManagementFCA ComplianceCompetent Adviser Status

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Financial PlanningTax PlanningInvestment AdvicePension AdviceProtection AdviceClient Portfolio ManagementSuitability ReportsReview Cycle ManagementCross-SellingCommercial Awareness
Soft Skills
Excellent CommunicationListening SkillsRelationship ManagementClient EngagementProactive Problem Solving
Certifications & Qualifications
Chartered StatusCAS StatusSPS Holder
Industry Keywords
FCA RegulationsTCF PrinciplesBancassuranceCorporate ClientsProfessional Introducers

About the role

Key responsibilities & impact
  • Take ownership of an established client bank and provide ongoing holistic financial planning advice
  • Deliver advice across pensions, investments, protection, tax planning and retirement strategies
  • Maintain and strengthen long-term client relationships and identify new advice opportunities
  • Ensure excellent client outcomes, service standards and communication throughout the client journey
  • Manage review cycles and ensure proactive, timely client engagement
  • Generate additional revenue through client referrals and cross-selling opportunities
  • Collaborate with wider Titan teams, including investment management and employee benefits
  • Identify and act on opportunities within the existing client bank
  • Support organic growth through referrals and professional introducers
  • Build and maintain relationships with external professional connections, including accountants and solicitors
  • 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 and Fit & Proper requirements
  • Ensure client files and suitability reports meet compliance standards
  • Stay current with industry developments and technical knowledge
  • Operate in line with TCF principles

Requirements

What you’ll need
  • Chartered Financial Planner, or within one or two examinations of achieving Chartered status
  • CAS status / current SPS holder
  • Significant experience working as a Financial Planner / Financial Adviser, ideally with 10+ years’ experience
  • Proven experience managing and developing an established client portfolio
  • Strong ability to deliver holistic financial planning advice
  • Excellent communication, listening and relationship-management skills
  • Ability to communicate complex advice clearly and confidently to a broad range of clients
  • Strong commercial awareness and ability to convert high-quality advice into positive client outcomes
  • Experience advising business owners and corporate clients desirable
  • Previous bancassurance experience or another strongly structured adviser-training background desirable

Benefits

Comp & perks
  • 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)
  • Private medical insurance
  • Group life insurance
  • 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
  • Flexible benefits to choose from
  • Full paraplanning and administrative support
  • Clear pathway for continued career progression