Financial Planner - Private Client (South East)
United StatesDoes Titan Wealth Holdings sponsor H-1B visas?
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Job Description
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We are looking for an experienced Financial Planner to join Titan Wealth’s Private Client business in the South East, taking ownership of an established client portfolio from day one.
This is an opportunity for an established adviser who wants to focus on delivering high-quality, relationship-led financial planning, with the benefit of a strong support structure around them.
The role offers:
- Immediate access to an existing client bank
- Full paraplanning and administrative support
- A clear pathway for continued career progression
- The opportunity to work within a growing, acquisitive wealth management business
- Exposure to a broad client base and more complex financial planning scenarios
- The opportunity to develop and grow an established portfolio over time
We’re particularly interested in Chartered Financial Planners, or highly experienced advisers within one or two examinations of achieving Chartered status, who combine strong technical capability with excellent client relationship skills.
Responsibilities
Client Management & Advice Delivery
- Take ownership of an established client bank, providing ongoing holistic financial planning advice
- Deliver high-quality advice across pensions, investments, protection, tax planning, and retirement strategies
- Maintain and strengthen long-term client relationships, identifying new advice opportunities
- Ensure excellent client outcomes, service standards, and communication throughout the client journey
- Manage review cycles, ensuring clients receive proactive and timely engagement
- Generate additional revenue through client referrals and cross-selling opportunities
- Collaborate with wider Titan teams (investment management, employee benefits, etc.) to deliver integrated solutions
Business Development
- Identify and act on opportunities within your existing client bank
- Support organic growth through referrals and professional introducers
- Build and maintain relationships with external professional connections (accountants, solicitors, etc.)
- Contribute to local growth plans aligned with regional and national strategy
Compliance & Governance
- Provide advice in line with FCA regulations and Titan policies
- Maintain Competent Adviser Status (CAS) and ‘Fit & Proper’ requirements
- Ensure all client files and suitability reports meet compliance standards
- Stay up to date with industry developments and technical knowledge
- Operate in line with TCF principles at all times
About You
Essential
- Chartered Financial Planner, or within one or two examinations of achieving Chartered status
- CAS status / current SPS holder
- Significant experience working as a Financial Planner / Financial Adviser, ideally with 10+ years’ experience
- Proven experience managing and developing an established client portfolio
- Strong ability to deliver holistic financial planning advice
- Excellent communication, listening, and relationship-management skills
- The ability to communicate complex advice clearly and confidently to a broad range of clients
- Strong commercial awareness and the ability to convert high-quality advice into positive client outcomes
Desirable
- Experience advising business owners and corporate clients
- Previous bancassurance experience or another strongly structured adviser-training background
Bring your experience to an established client portfolio and make it your own, with the support and scale of Titan Wealth behind you. This is an opportunity to build and maintain meaningful, long-term client relationships, develop an existing book, and continue progressing your career within a growing wealth management business.
With a compelling base salary and newly revised bonus structure, the established client portfolio also creates the potential to start earning bonus from day one.
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Titan Wealth Holdings
View Company ProfileTitan Wealth Holdings (operating at titanwh.com) is a wealth management platform engineered for efficiency and effectiveness. Founded in 2020 and headquartered in London, Titan Wealth Holdings develops a whole new approach to providing wealth management solutions by acquiring and integrating the full range of wealth services. Under the hood, the platform specializes in equity investing, researching and investing directly into shares of companies worldwide. This allows professional and elective professional investors, including institutions and asset managers, to make informed investment decisions. Backed by $431.3B in total funding.
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