💼 About This Role

You'll join Titan Wealth Planning's growing team in Wigan, delivering holistic financial planning advice to private clients. You'll manage an established client bank with assets of £250k+, focusing on advice quality and relationship growth. This hybrid role offers the excitement of a rapidly expanding wealth management firm.

🎯 What You'll Do

• Deliver holistic financial planning advice to private clients
• Maintain and grow long-term client relationships
• Generate new advice opportunities within existing book
• Achieve revenue and new business targets

📋 Requirements

• Diploma in Financial Planning (or equivalent)
• SPS holder or CAS holder
• Proven experience as a Financial Planner
• Technical competence across all financial planning areas

✨ Nice to Have

• Advanced Diploma in Financial Planning / Chartered status
• Paraplanning experience
• Proficient in Microsoft Word

🎁 Benefits & Perks

• 🏖️ Hybrid working with occasional local travel
• 💰 Established client bank from day one
• 📈 Career progression opportunities in growing firm

📨 Hiring Process

Estimated timeline: 2-3 weeks · AI estimate

1. 1Recruiter call· 30 min
2. 2Hiring manager interview· 45 min
3. 3Final interview· 45 min