Financial Planner (Desk Based)
Titan Wealth Holdings LimitedCity of Edinburgh, Scotland, United Kingdom
Posted May 15, 2026
Full Time
About the Company
The Titan Group provides a broad range of services across the whole wealth value chain, with a focus on financial planning, investment management, and platform, trading, settlement, and custody services.
Job Description
The Titan Group is seeking a Financial Planner to deliver excellent financial planning, advice, and service to clients via a desk-based service model. The role involves servicing existing clients with investable assets of up to £250,000, providing holistic financial planning solutions, and driving revenue targets.
Requirements
- New business development
- Proactively engaging with and reviewing existing clients
- Provide expert independent advice
- Maintenance of 'Fit and Proper' status
- Delivery of a positive client service experience
Benefits
- Competitive salary
- Private Medical Insurance
- Attractive Employee Pension Scheme
- 25 days Annual Leave
- Office Christmas close
- Life Assurance
- Health cash plan
- Hybrid working
- Discretionary performance related bonus
- Employee Assistance Programme
- Lunch and snacks provided