What are the responsibilities and job description for the Financial Planner position at Titan Wealth?
Following Titan Wealth's acquisition of Innes Reid, we are seeking an experienced Financial Planner to join the Chester office and play a key role in the next chapter of the firm's growth.
Established for over 26 years, Innes Reid has built an outstanding reputation within the financial planning market through entirely organic growth. The business employs around 30 people, including 10 Financial Planners, and generates between 40 and 60 client enquiries every month through its strong reputation and referral network.
The firm takes a selective approach to client onboarding, focusing on building long-term relationships with individuals and families who value high-quality financial advice. Their client base primarily consists of professionals, business owners, self-employed individuals and retirees seeking trusted, holistic financial planning support.
The Opportunity
This position has arisen due to the planned retirement of a long-serving Director who has been with the business for more than 20 years.
As a result, the successful Financial Planner will inherit a mature and established client portfolio, providing an exceptional platform from which to build a long-term and successful career.
The portfolio consists of approximately:
The Role
You will be responsible for delivering holistic financial planning advice and managing long-term client relationships across a broad range of financial planning needs, including:
About You
We are interested in speaking with Financial Planners who combine technical capability with excellent interpersonal skills.
You'll ideally demonstrate:
On-site and nearby parking available
Due to the nature of the client base and team culture, advisers are expected to maintain a strong office presence and actively engage with colleagues and clients. This is a hybrid working role - 3 days in the office and 2 from home.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Established for over 26 years, Innes Reid has built an outstanding reputation within the financial planning market through entirely organic growth. The business employs around 30 people, including 10 Financial Planners, and generates between 40 and 60 client enquiries every month through its strong reputation and referral network.
The firm takes a selective approach to client onboarding, focusing on building long-term relationships with individuals and families who value high-quality financial advice. Their client base primarily consists of professionals, business owners, self-employed individuals and retirees seeking trusted, holistic financial planning support.
The Opportunity
This position has arisen due to the planned retirement of a long-serving Director who has been with the business for more than 20 years.
As a result, the successful Financial Planner will inherit a mature and established client portfolio, providing an exceptional platform from which to build a long-term and successful career.
The portfolio consists of approximately:
- 200-230 households
- Over £450,000 in recurring annual revenue
- Significant assets under management
- A loyal and established client base
- Continued access to quality leads generated by the business
The Role
You will be responsible for delivering holistic financial planning advice and managing long-term client relationships across a broad range of financial planning needs, including:
- Retirement Planning
- Investment Advice
- Pension Planning
- Estate Planning
- Protection Planning
- Intergenerational Wealth Planning
About You
We are interested in speaking with Financial Planners who combine technical capability with excellent interpersonal skills.
You'll ideally demonstrate:
- Previous experience as a Financial Planner / Financial Adviser
- Level 4 Diploma qualified (minimum)
- Strong relationship-building and communication skills
- A client-centric approach to financial planning
- A stable and consistent career history
- Professionalism, warmth and credibility when engaging with clients
- The ability to build trust and establish long-term relationships
On-site and nearby parking available
Due to the nature of the client base and team culture, advisers are expected to maintain a strong office presence and actively engage with colleagues and clients. This is a hybrid working role - 3 days in the office and 2 from home.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Salary : $450,000