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Wealth Planning Director
Titan Wealth Holdings. Provide holistic financial planning advice across investments, retirement, protection and tax planning .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in holistic financial planning, including investments, retirement, protection, and tax planning, while effectively managing relationships with high-net-worth clients. Proven ability to mentor and develop financial advisers, ensuring compliance with regulatory standards and enhancing client experience.
Highest-signal resume keywords
Chartered Financial Planner StatusFinancial Planning ExpertiseHigh-Net-Worth Client AdvisoryCoaching and Mentoring SkillsRegulatory Compliance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
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Hard Skills
Financial PlanningInvestment ManagementTax PlanningRetirement PlanningPortfolio MonitoringClient Review ManagementDocumentation CompliancePensions ExpertiseTrusts KnowledgeEstate Planning
Soft Skills
Relationship ManagementCommunication SkillsCommercial AcumenCoaching AbilityMentoring Skills
Certifications & Qualifications
Chartered Financial PlannerCISI Level 6 Qualification
Industry Keywords
Private WealthFinancial AdviserHigh-Net-Worth ClientsInternational TaxExpatriate Advisory
About the role
Key responsibilities & impact- Provide holistic financial planning advice across investments, retirement, protection and tax planning
- Manage and develop relationships with high-net-worth and complex clients
- Create and implement tailored financial plans aligned to clients' objectives
- Conduct regular client reviews and maintain comprehensive planning documentation
- Monitor client portfolios and ensure ongoing suitability
- Build and maintain relationships with key stakeholders, providers and strategic partners
- Ensure client files and documentation comply with regulatory and company standards
- Support and mentor Wealth Planners and Senior Wealth Planners
- Act as a technical reference point for complex advice cases
- Contribute to improving advice quality, client experience and planning processes
- Develop the next generation of advisers
Requirements
What you’ll need- Chartered Financial Planner status or CISI Level 6 qualification (or equivalent)
- Minimum of five years' experience advising high-net-worth clients
- Significant experience within a Private Wealth or Financial Adviser environment
- Strong technical knowledge across financial planning disciplines
- Passion for coaching, mentoring and developing others
- Excellent communication, relationship management and commercial skills
- Experience advising internationally mobile or expatriate clients (desirable)
- Specialist qualifications in pensions, trusts, estate planning or international tax (desirable)
- Degree-level education (desirable)
Benefits
Comp & perks- Ongoing professional development
- Collaborative culture
- Inclusive and equitable workplace
- Equal opportunities in recruitment, career advancement, pay and benefits, training and development
- Transparent fees and commitment to lasting client relationships (company offering)