Deliver financial planning advice to an existing portfolio of clients (typically up to £250k in investable assets)
Conduct client reviews and ongoing servicing conversations
Support the conversion of existing clients onto ongoing service propositions
Build relationships and identify additional client needs across wealth planning areas
Generate advice income and contribute to revenue targets
Collaborate with internal teams across the wider Titan group to identify opportunities
Ensure all advice is compliant with FCA regulations and internal processes
Maintain accurate and high-quality client documentation and reporting
Continue developing technical knowledge and industry expertise

Hold the Diploma in Regulated Financial Planning (Level 4 or equivalent) (essential)
Have experience within financial services (e.g. paraplanning, client support, account management, mortgage advice)
Are looking to transition into a client-facing financial planning role
Have strong communication and relationship-building skills
Are motivated by long-term career progression within financial planning
Have a proactive mindset and strong attention to detail
Are comfortable working in a target-driven, client-focused environment

Desirable:

Trainee Financial Planner

Key skills