🛠 Tech Stack

💼 About This Role

You'll deliver financial planning and advice to clients with investable assets up to £250,000 via a desk-based model at Titan Wealth Planning. Your core impact will be driving new business and nurturing existing client relationships in a tech-forward team. This growing department offers a unique blend of start-up energy and private equity backing.

🎯 What You'll Do

• Proactively contact and convert legacy clients to ongoing service proposition.
• Deliver holistic financial planning solutions to private clients.
• Achieve revenue targets and drive cross-selling opportunities.
• Develop and maintain existing client relationships.

📋 Requirements

• Diploma in Regulated Financial Planning or equivalent.
• Experience using Microsoft Word, Excel, and databases.
• Technical competence across all areas of financial planning.
• Excellent written and verbal communication skills.

✨ Nice to Have

• Cash flow modelling experience.
• Advanced Diploma in Financial Planning or Chartered status.

🎁 Benefits & Perks

• 🏖️ Hybrid working - 3 days office, 2 home
• 💰 Competitive pension scheme
• 📈 Career progression opportunities in a growing team
• 🏆 Performance bonuses

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Phone Screen· 30 min
2. 2First Interview· 60 min
3. 3Second Interview· 60 min