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Financial Planner at Titan Wealth

Department: TAHL - Wealth

Setup
Hybrid
Location
Newton Mearns, Scotland
Type
Full-time
Level
entry
Posted

Description

Titan Wealth Planning is hiring a Financial Planner to begin in a supported, desk-based advisory role with an established client bank and progress toward full Financial Planner status. The role delivers financial planning advice, conducts client reviews, supports client conversions, builds relationships, generates advice income, collaborates with internal teams, and maintains compliant documentation. Candidates need a Diploma in Regulated Financial Planning (Level 4 or equivalent) and financial-services experience; cashflow modelling and Chartered status ambition are desirable. Benefits include private medical insurance after probation, a pension scheme, annual leave, life assurance, a health cash plan, hybrid working, and a discretionary performance-related bonus.

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