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Titan Wealth Holdings

Financial Planner (Desk Based)

25 Days AgoSaved
Hybrid
Inverurie, Aberdeenshire, Scotland, GBR
Junior
Junior
Financial Services
Deliver desk-based holistic financial planning and advice to private clients (up to £250k AUM). Drive new business, convert legacy clients to ongoing service, meet revenue targets, cross-sell across the group, maintain regulatory compliance and technical competence, and provide excellent client service and timely advice documentation.
Top Skills: Cash Flow ModellingDatabasesExcelMicrosoft Word
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