Teams at Titan Wealth Holdings

Provide desk-based financial planning and advice to private clients (up to £250k), drive new business and reviews, meet revenue targets, cross-sell within the group, ensure regulatory compliance, maintain technical knowledge and Fit and Proper status, and deliver excellent client service within a hybrid working model.

Join Titan Wealth Planning in a supported trainee advisory role delivering financial planning advice to an existing client portfolio, conducting client reviews, converting clients to ongoing services, building relationships, ensuring FCA-compliant advice and documentation, and progressing through a structured development pathway toward full Financial Planner status.

The Financial Planner will deliver holistic financial advice, manage client relationships, and achieve business development targets, while ensuring compliance with regulations.