Senior Financial Planner

About the role

Titan Wealth is seeking an experienced Senior Financial Planner to join its Edinburgh office. You will inherit a client bank of roughly £80 million AUM and work alongside paraplanning and client services teams to deliver high‑quality, holistic financial advice.

Key responsibilities

• Manage and grow an established client portfolio, providing advice across pensions, investments, protection, tax planning and retirement strategies.
• Maintain long‑term client relationships, identify new advice opportunities and ensure proactive engagement throughout review cycles.
• Generate additional revenue through referrals, cross‑selling and collaboration with internal investment, employee benefits and other specialist teams.
• Support organic business development by nurturing relationships with external professionals such as accountants and solicitors.
• Deliver advice in line with FCA regulations and Titan policies, maintaining Competent Adviser Status (CAS) and adhering to compliance standards.

Required profile

• Qualified financial adviser with FCA authorisation and current CAS.
• Proven experience managing a sizeable client bank and delivering comprehensive wealth‑management advice.
• Strong understanding of pensions, investments, protection, tax and retirement planning.
• Ability to work independently while collaborating with wider Titan teams.

Required skills

• No specific technical software skills mentioned; focus is on professional advisory expertise.

What we offer

• Hybrid working model – time in the Edinburgh office and client meetings locally.
• Dynamic, growth‑focused environment backed by private‑equity investment.
• Support from dedicated paraplanning and client services teams.