You will be responsible for delivering holistic financial planning advice and managing long-term client relationships across a broad range of financial planning needs, including:

Retirement Planning
Investment Advice
Pension Planning
Estate Planning
Protection Planning
Intergenerational Wealth Planning

Previous experience as a Financial Planner / Financial Adviser
Level 4 Diploma qualified (minimum)
Strong relationship-building and communication skills
A client-centric approach to financial planning
A stable and consistent career history
Professionalism, warmth and credibility when engaging with clients
The ability to build trust and establish long-term relationships

200-230 households
Over £450,000 in recurring annual revenue
Significant assets under management
A loyal and established client base
Continued access to quality leads generated by the business

1 Titan Wealth Holdings Limited jobs in England & Wales