Hybrid Financial Planner – Private Client Wealth

Job Description

Titan Wealth Holdings Limited in Inverurie is hiring a private client financial planner to deliver holistic advice to clients with up to £250,000 investable assets. This desk-based, hybrid role offers a 35-hour week (3 days in the office, 2 at home) and requires a Level 4 Diploma in Regulated Financial Planning.

You will build relationships, develop new business, and ensure compliance with Titan policies and regulatory requirements while achieving service excellence for clients.