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Financial Planner at Titan Wealth

Department: TAHL - Wealth

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

Description

Titan Wealth is hiring a Financial Planner in Inverurie 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 relationship management, cross-selling, revenue target achievement, regulatory compliance, and delivery of holistic financial planning solutions. It is a hybrid, full-time permanent position requiring a Level 4 diploma in Regulated Financial Planning or equivalent, Microsoft Word, Excel, and database skills, with cash-flow modelling preferable but not essential.

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