Private Client Advisor

3 days ago


Bristol, Bristol, United Kingdom Titan Wealth Holdings Limited Full time
Job Title: Private Client Advisor

Estimated Salary: £55,000 - £75,000 per annum

Titan Wealth Holdings Limited is seeking a highly skilled Private Client Advisor to join our team. As a Private Client Advisor, you will be responsible for providing expert independent advice to designated clients in compliance with relevant regulations and company policies.

The ideal candidate will have technical competence across all areas of financial planning and experience as a Financial Planner. You will also need to possess excellent communication skills and be able to work independently.

Key Responsibilities:

  • Provide expert independent advice to designated clients in compliance with relevant regulations and company policies.
  • Maintain 'Fit and Proper' status through continuous professional development and suitable development opportunities.
  • Evidence and maintain knowledge of company policies, processes, and guidance.
  • Ensure that client advice and reports are compliant with company processes and regulatory requirements.

Requirements:

  • Technical competence across all areas of financial planning.
  • Experience as a Financial Planner.
  • Essential - Diploma in Financial Planning (or equivalent).
  • Desirable - Advanced Diploma in Financial Planning/Chartered Financial Planner or willingness to progress to this.

Benefits:

  • Competitive salary of £55,000 - £75,000 per annum.
  • Private Medical Insurance.
  • Employee Pension Scheme.
  • 24 days Annual Leave.
  • Dental Insurance.
  • Life Assurance.
  • Health cash plan.


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