titanwh - Titan Wealth Holdings Limited
Requirements
• Chartered Financial Planner status or CISI Level 6 qualification (or equivalent). • Minimum of five years' experience advising high-net-worth clients. • Significant experience within a Private Wealth or Financial Adviser environment. • Strong technical knowledge across financial planning disciplines. • A genuine passion for coaching, mentoring and developing others. • Excellent communication, relationship management and commercial skills. • Experience advising internationally mobile or expatriate clients. • Specialist qualifications in areas such as pensions, trusts, estate planning or international tax. • Degree-level education. • At Titan Wealth International, you'll be part of a business that combines entrepreneurial spirit with the backing of a growing global wealth management organisation.
Responsibilities
• Provide holistic financial planning advice across investments, retirement, protection and tax planning. • Manage and develop relationships with high-net-worth and complex clients. • Create and implement tailored financial plans aligned to clients' objectives. • Conduct regular client reviews and maintain comprehensive planning documentation. • Monitor client portfolios and ensure ongoing suitability. • Build and maintain strong relationships with key stakeholders, providers and strategic partners. • Ensure all client files and documentation remain compliant with regulatory and company standards. • Support and mentor Wealth Planners and Senior Wealth Planners within the team. • Act as a technical reference point for complex advice cases. • Contribute to the continuous improvement of advice quality, client experience and planning processes.
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