Financial Planner (Desk Based)

The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses.

Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It’s an inspiring time to join the team!

Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals.

The role

The purpose of this role is to deliver excellent financial planning, advice, and service to clients via a desk based service model, you will be servicing existing clients with investable assets of up to £250,000. This department of the business is leading in tech adoption to enhance financial planner and client experiences.

This is a growing team, and will provide a fantastic opportunity for those already within Private Client roles or with a Paraplanning background, who hold the level 4 diploma (essential) and are looking to start their career within Financial Planning.

This is a hybrid role- Inverurie - full-time permanent role (35hours a week) - 3 days a week working from the office, 2 can be UK home-based.