Senior Financial Planner
Job Description
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
Requirements
- 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)
