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Senior Financial Planner
Senior Financial Planner – Edinburgh Office (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 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.
About the Role
Titan Wealth Planning (TWP), a key part of the Group, focuses on delivering best-in-class advice across wealth management, retirement planning, and employee benefits.
We are now seeking a Senior Financial Planner to join our Edinburgh office and take ownership of an existing client bank. This hybrid role offers a strong platform for an experienced advisor to focus on client relationships and high-quality advice delivery, supported by paraplanning and client services teams, with some time spent both in the office and visiting clients.
Responsibilities
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
- 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 proactive and timely engagement
- Generate additional revenue through:
- Client referrals
- Cross-selling opportunities
- Collaborate with wider Titan teams (investment management, employee benefits, etc.) to deliver integrated solutions
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Business Development
- Identify and act on opportunities within your existing client bank
- Support organic growth through:
- Referrals
- 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
- Titan policies
- Maintain:
- Competent Adviser Status (CAS)
- ‘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
Requirements
Essential
- Diploma in Financial Planning (or equivalent)
- CAS status / current SPS holder
- Proven experience in managing client relationships as a Financial Planner
- Strong ability to deliver holistic financial advice
- Excellent communication and relationship management skills
Desirable
- Chartered Financial Planner (CFP) status or working towards
- Experience in managing or taking on an existing client bank
- Broad technical knowledge across all areas of financial planning
- Previous paraplanning experience
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
- Competitive salary
- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee contribution)
- 25 days Annual Leave + public holidays
- Buy and sell holidays (up to 5 days)
- Office Christmas closure (3 days)
- Private medical insurance and Group life insurance, income protection insurance
- Hybrid working
- Further education and training support
- Discretionary performance-related bonus
- Employee Assistance Programme
- 2 days per year for voluntary work
- Flexible benefits
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Our Values
At Titan Wealth, we foster an environment defined by our core company values:
- Creativity – We embrace new ways of thinking, learning, and doing to stay ahead.
- Commitment – We put in time, effort, and dedication to drive change.
- Collaboration – We value teamwork and innovative solutions.
Inclusion and Equality
The Titan Wealth Group is committed to fostering an inclusive and equitable environment for all employees and job applicants, regardless of:
- Race
- Age
- Gender
- Sexual orientation
- Religion
- Physical ability or disability
- Political affiliation
We believe diversity drives better outcomes for both clients and team members, ensuring equal opportunities across all aspects of the workplace, including recruitment, pay, benefits, and career development.
AI Note: AI tools may be used to support parts of the hiring process, including reviewing applications and analyzing resumes. These tools are designed to assist, not replace, human decision-making. All hiring decisions remain finalized by human recruitment teams. For concerns about data processing, please contact us directly.
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