Titan Wealth
Senior Financial Planner
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Senior Financial Planner – Edinburgh
About Titan Wealth
Titan Wealth is a fast-growing wealth management business operating in the UK and internationally. It offers a fairer, more efficient business model, providing advice-led wealth management services to help financial advisers and their clients achieve long-term financial goals.
The company fosters a dynamic, opportunity-rich work environment, encouraging individual and team initiative for better client outcomes. Current growth via strategic acquisitions means expansion is rapidly underway, combining entrepreneurial energy with private equity backing.
Titan Wealth Planning (TWP) specialises in delivering best-in-class advice across:
- Wealth management
- Retirement planning
- Employee benefits
The Role
We are seeking a Senior Financial Planner to join our Edinburgh office, tasked with inheriting and developing a client bank. This hybrid role (office + local client meetings) offers existing strategic growth opportunities for a seasoned adviser who thrives on client relationships and high-quality advice.
Responsibilities
Client Management & Advice Delivery
- Take full ownership of an established client bank, delivering ongoing holistic financial planning advice
- Provide high-standard advice across:
- Pensions
- Investments
- Protection
- Tax planning
- Retirement strategies
- Strengthen long-term client relationships, identifying new advice opportunities
- Ensure excellent service standards, communication, and client outcomes throughout the financial journey
- Manage review cycles, ensuring clients receive proactive and timely engagement
- Generate revenue through referrals, cross-selling, and strategic upselling
- Collaborate with Titan’s investment, employee benefits, and other teams for integrated solutions
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Business Development
- Leverage existing client relationships to identify new growth opportunities
- Support organic expansion via referrals and professional introducers
- Build and maintain external relationships with:
- Accountants
- Solicitors
- Contribute to local growth plans, aligned with regional and national strategy
Compliance & Governance
- Ensure all FCA-compliant and Titan-aligned advice
- Maintain Competent Adviser Status (CAS) and ‘Fit & Proper’ requirements
- Verify that all client files and suitability reports comply with regulations
- Stay updated on industry developments and technical best practice
- Operate under TCF principles at all times
** Essential Requirements**
- Diploma in Financial Planning (or equivalent)
- Competent Adviser Status (CAS) / current Sustained Part-Time Scheme (SPS) holder
- Proven track record managing client relationships as a Financial Planner
- Strong ability to deliver holistic financial planning
- Exceptional communication and relationship-building skills
Desirable
- Chartered Financial Planner status (preferred or in progress)
- Experience in inheriting/developing a client bank
- Broad technical expertise across:
- Pensions
- Investments
- Wealth
- Protection
- Tax & retirement plans
- Experience in paraplanning support
What We Offer
Career & Opportunity
- Immediate access to an existing client bank
- Full support from paraplanning and administrative teams
- Clear progression pathway within Titan Wealth
- Exposure to diverse and complex financial scenarios
- Open roles at a growing, acquisitive business
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Work Environment & Culture
Our culture is defined by four core values:
- Creativity: Innovative thinking to boost productivity and client outcomes
- Commitment: Willingness to drive change and go the extra mile
- Collaboration: Partnership-driven approach for team and client success
- Supportive environment: Dedicated to fertility, wellness, and inclusion
Benefits
- Salary package: Competitive remuneration
- Pensions: 7.5% employer contribution + minimum 3% employee contribution
- Holidays:
- 25 days annual leave + public holidays
- Buy/sell holidays available (up to 5 days/year)
- Office Christmas close (3 days)
- Insurance & Wellbeing:
- Private medical insurance
- Group life and income protection insurance
- Purpose & Flexibility:
- Hybrid working arrangement
- **2 days/year voluntary community work'
- Flexible benefit options
- Professional Growth:
- Training/redevelopment support
- Extras:
- Discretionary performance-related bonus
- Confidential Employee Assistance Programme
Our Commitment
Titan Wealth is dedicated to fostering an inclusive and equitable workplace, valuing diversity in:
- Race
- Age
- Gender
- Sexual orientation
- Religion
- Physical ability/disability
- Political affiliation
We ensure equal opportunities in:
- Recruitment and career progression
- Pay and benefits
- Training and development
- All other job-related activities
While AI tools may assist parts of the recruitment process (app reviews, resume analysis), final hiring decisions are human-led. For transparency on data processing: Contact us for details.
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