Jobs at Titan Wealth Holdings

Manage an established portfolio of approximately 200 international and expatriate clients, delivering holistic financial planning and wealth management advice across investments, pensions, retirement, and broader financial needs. Maintain long-term client relationships, conduct reviews, provide compliant recommendations, identify growth opportunities, and collaborate with associates, business development, and operations teams. The role requires US financial adviser qualifications, international wealth planning experience, and relocation to or residence in Dubai.

Manage and develop an established client bank of approximately £50 million in assets under management. Deliver holistic financial planning advice across pensions, investments, protection, tax, and retirement. Maintain client relationships, conduct reviews, identify growth opportunities, collaborate with internal teams, and ensure compliant advice and suitability documentation. The role is hybrid, based in Edinburgh, with support from paraplanning and client services teams.

HR Business Partner supporting a fast-growing wealth management organization through strategic workforce planning, acquisitions, integration, change, employee relations, engagement, performance management, talent development, and organizational design. The role advises and challenges senior leaders, manages complex HR cases, supports regulated business requirements, and develops practical people solutions in a fast-paced, commercially focused environment.

Provides senior administrative and technical support to financial advisers across client reviews, new business submissions, valuations, provider liaison, client servicing, and compliance activities. Maintains accurate client and plan data in IO, prepares reports and documentation, manages complex cases, responds to client and provider enquiries, and supports regulatory requirements including FCA consumer duty. The role also mentors junior colleagues and contributes to process improvements and service excellence.

Own and optimize the HR technology stack, including HiBob, Lever, and AI-powered HR tools. Responsibilities include system configuration, integrations, workflow automation, data quality, reporting, user support, module adoption, AI governance, documentation, and stakeholder management. The role will drive self-service, performance, compensation, survey, and employee lifecycle processes while partnering with HR, IT, Information Security, vendors, and business stakeholders across international operations.

Provide holistic financial planning and wealth management advice to high-net-worth and complex clients across investments, retirement, protection, estate planning, and tax strategies. Manage client relationships, create tailored plans, monitor portfolios, ensure regulatory compliance, and conduct ongoing reviews. Serve as a technical expert, mentor wealth planning colleagues, support complex cases, maintain provider and partner relationships, and contribute to improving advice quality, client experience, and planning processes.

Senior Paraplanner responsible for researching client information, drafting suitability reports, preparing recommendations, obtaining illustrations and policy documentation, and maintaining accurate case records and workflows. The role supports Financial Planners, ensures compliance with FCA requirements, manages a personal caseload, improves paraplanning processes, and provides coaching, mentoring, and training to team members. The position is based in Newcastle with hybrid working.

Prepare research and suitability advice reports, support and coach paraplanning team members, maintain paraplanning tools and reference material, liaise with financial planners to gather client data, produce illustrations and documentation, ensure compliance with FCA/Group standards, and proactively improve paraplanning processes.

Manage an established client bank of approximately £40 million in assets under management, delivering holistic financial planning across pensions, investments, protection, tax, and retirement. Build long-term client relationships, identify advice and referral opportunities, collaborate with internal teams, and maintain FCA compliance, suitability documentation, and professional adviser standards. The role is remote with occasional attendance at the Truro office and local client meetings.

Manage and develop an established client bank of approximately £40 million in assets under management. Deliver holistic financial planning advice across pensions, investments, protection, tax planning, and retirement strategies. Maintain client relationships, conduct reviews, identify referrals and cross-selling opportunities, collaborate with internal teams, and ensure advice complies with FCA regulations and company standards. The role includes business development, client file governance, and ongoing professional knowledge maintenance.

Manage an established client bank of approximately £40 million in assets under management. Deliver holistic financial planning advice across pensions, investments, protection, tax planning, and retirement. Build long-term client relationships, identify referral and cross-selling opportunities, collaborate with investment and support teams, and maintain FCA compliance, suitability documentation, and Competent Adviser Status requirements.

Supports Independent Financial Advisers by preparing client reviews, maintaining accurate plan and policy data, producing valuation reports and client documentation, processing new business, liaising with providers, and handling client and adviser enquiries. The role requires compliance with FCA regulations, accurate recordkeeping, timely administration, and ongoing coordination with advisers, providers, and internal support teams.

Supports Independent Financial Advisers and Consultants by maintaining accurate client and plan data, requesting and validating provider information, preparing valuation reports and client packs, processing new business applications, managing client files, and handling enquiries. The role ensures compliance with FCA regulations, coordinates with providers and advisers, updates financial records, prepares client communications, and delivers timely administrative support in a hybrid working environment.

Provide financial planning advice to an existing client portfolio, conduct reviews, develop client relationships, identify additional wealth-planning needs, support ongoing service conversions, and contribute to revenue targets. Ensure advice complies with FCA regulations, maintain accurate documentation, and collaborate with internal teams. The role offers structured development from trainee advisory support toward full Financial Planner status, with training, mentoring, and progression opportunities.

Provide desk-based financial planning and independent advice to existing and prospective private clients. Responsibilities include client engagement, new business development, cross-selling, relationship management, compliant advice and reporting, revenue generation, regulatory adherence, and collaboration across the Titan Group. The role requires maintaining technical and industry knowledge, delivering positive client outcomes, and supporting continuous process improvement.

Provides financial planning advice to an existing client portfolio, conducts reviews, develops client relationships, identifies additional wealth-planning needs, supports revenue targets, and ensures FCA-compliant documentation. The role is designed for Diploma-qualified financial services professionals transitioning into client-facing financial planning, with structured training and progression toward full Financial Planner and Chartered status.

Provides desk-based financial planning, advice, and ongoing service to private clients with investable assets up to £250,000. Responsibilities include new business development, client reviews, holistic financial planning, revenue generation, cross-selling, regulatory compliance, report preparation, relationship management, and maintaining professional knowledge. The role requires a Level 4 Diploma in Regulated Financial Planning and involves hybrid working with three office days and two UK home-based days.

Supports and delivers financial planning advice to an existing client portfolio, conducts reviews, identifies additional wealth-planning needs, contributes to revenue targets, and maintains compliant client records. The role offers structured development from trainee advisory support toward full Financial Planner status. Candidates must hold a Level 4 Diploma in Regulated Financial Planning or equivalent and have financial-services experience, such as paraplanning, client support, mortgage advice, or administration.

Provides desk-based financial planning, advice, and service to private clients with assets up to £250,000. Responsibilities include new business development, client reviews, holistic financial planning, cross-selling, regulatory compliance, relationship management, report preparation, and maintaining professional competence. The role requires proactive client engagement, achievement of revenue targets, strong technical knowledge, attention to detail, and adherence to financial planning regulations and consumer duty.

Provide financial planning advice to an established client portfolio, conduct reviews, identify additional wealth-planning needs, support ongoing service conversions, and contribute to revenue targets. The role requires compliant FCA-regulated advice, accurate documentation, client relationship management, and collaboration across internal teams. It offers structured development from trainee advisory support toward full Financial Planner status, with training, mentoring, and progression opportunities.