Adzuna
Financial Planner
Titan Wealth Holdings Limited
Edinburgh, UK
£58,042 – £58,042
Full-time
3 days ago
Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and e…
Job Description Job Purpose To build and develop trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice. To work within the context of an agreed business plan. All advice given to clients must be suitable, tailored and personalised to the client and in line with advice and control policies. Key Responsibilities Build, maintain and develop strong client relationships, delivering exceptional ongoing service to mee…
Neutral 2–4 sentence summary of what working at this company is like, drawn from public reviews and press coverage. Tone, collaboration style, pace, benefits highlights.
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