Financial Planner

Titan Wealth Holdings

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

Posted 9/22/2026full-timeEdinburgh • United KingdomMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in holistic financial planning, including pensions, investments, protection, tax planning, and retirement strategies, while maintaining compliance with FCA regulations. Strong relationship management and communication skills are essential for building and sustaining long-term client connections and driving organic growth.

Highest-signal resume keywords

Holistic Financial AdviceClient Relationship ManagementCompetent Adviser Status (CAS)Financial Planning DiplomaCompliance with FCA Regulations

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

PensionsInvestmentsProtectionTax PlanningRetirement StrategiesFinancial PlanningSuitability ReportsParaplanningClient EngagementCross-Selling

Soft Skills

Excellent CommunicationRelationship Management

Certifications & Qualifications

Diploma in Financial PlanningChartered Financial Planner StatusCurrent SPS Holder

Industry Keywords

FCA RegulationsCompetent Adviser Status (CAS)TCF PrinciplesClient BankOrganic Growth

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 provide proactive, timely client engagement
Generate additional revenue through referrals and cross-selling opportunities
Collaborate with investment management, employee benefits and wider Titan teams
Identify opportunities within the existing client bank
Support organic growth through referrals and professional introducers
Build relationships with accountants, solicitors and other professional connections
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 client files and suitability reports meet compliance standards
Keep up to date with industry developments and technical knowledge
Operate in line with TCF principles

Requirements

What you’ll need

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
Chartered Financial Planner status or working towards (desirable)
Experience managing or taking on an existing client bank (desirable)
Broad technical knowledge across all areas of financial planning (desirable)
Previous paraplanning experience (desirable)
Must work in the Edinburgh office and meet clients locally as part of the hybrid arrangement

Benefits

Comp & perks

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
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