Teams at Titan Wealth Holdings

Manage an inherited client bank (~£60M AUM) delivering holistic financial planning across pensions, investments, protection, tax and retirement. Maintain long-term client relationships, run review cycles, identify growth opportunities, collaborate with internal teams, and ensure FCA-compliant suitability reports and adviser competence.

Provide administrative and organisational support to the Group Legal Team, including diary and calendar management, correspondence handling, maintaining legal case files, assisting with invoicing, preparing training materials and reports, drafting Board minutes, and supporting joiners/leavers and other ad-hoc legal tasks.

Provide holistic financial planning and manage long-term client relationships across retirement, investments, pensions, estate, protection and intergenerational wealth planning. Inherit and maintain a mature client portfolio, collaborate with support and paraplanning teams, and pursue growth through referrals and ongoing lead generation.