Senior Financial Planner

Responsibilities

• Take ownership of an established client bank, providing ongoing holistic financial planning advice
• Deliver high-quality advice across pensions, investments, protection, tax planning and retirement strategies
• Maintain and strengthen long-term client relationships, identifying new advice opportunities
• Ensure excellent client outcomes, service standards and communication throughout the client journey
• Manage review cycles, ensuring clients receive proactive and timely engagement
• Generate additional revenue through client referrals and cross-selling opportunities
• Collaborate with wider Titan teams (investment management, employee benefits, etc.) to deliver integrated solutions
• Identify and act on opportunities within your existing client bank
• Support organic growth through referrals and professional introducers
• Build and maintain relationships with external professional connections (accountants, solicitors, etc.)
• Contribute to local growth plans aligned with regional and national strategy
• Provide advice in line with FCA regulations and Titan policies
• Maintain Competent Adviser Status (CAS) and ‘Fit & Proper’ requirements
• Ensure all client files and suitability reports meet compliance standards
• Stay up to date with industry developments and technical knowledge
• Operate in line with TCF principles at all times

• Diploma in Financial Planning (or equivalent)
• CAS status / current SPS holder
• Proven experience managing client relationships as a Financial Planner
• Strong ability to deliver holistic financial advice
• Excellent communication and relationship management skills
• Chartered Financial Planner status or working towards (Desirable)
• Experience managing or taking on an existing client bank (Desirable)
• Broad technical knowledge across all areas of financial planning (Desirable)
• Previous paraplanning experience (Desirable)