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Financial Planner at Titan Wealth

Department: TAHL - Wealth

Setup
Hybrid
Location
Wigan, England
Type
Full-time
Level
entry
Posted

Description

Titan Wealth Planning is hiring a Financial Planner to deliver desk-based financial planning, advice, and service to existing private clients with investable assets of up to £250,000. The role includes new-business development, client engagement, cross-selling, revenue targets, regulatory compliance, and client relationship management. It is a hybrid, full-time permanent position requiring 35 hours per week, with three days in the office and two days potentially UK home-based. The role requires a Level 4 diploma in Regulated Financial Planning or equivalent, Microsoft Word, Excel, and database experience, and offers private medical insurance after probation, a pension scheme, annual leave, and other benefits.

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