Titan Wealth Holdings Limited
Edinburgh, UK
£47,565 – £47,565
Full-time
5 days ago
The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management thro…
Adzuna
Financial Planner
Evelyn Partners
Bristol, UK
£52,421 – £52,421
3 days ago
Accounting & Finance Jobs
Skills & Technologies
Financial Planning
Job Description
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. Be strategically aligned to the Company's goals and objectives and act as ambassadors for the company at all times, having …
Company & Role Analysis
JobSeeker+Likely perks
Private MedicalPension25+ Days HolidayStock OptionsLearning BudgetFlexible Hours
Culture & working style
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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