Manage an established client bank of £60M AUM across 110 households.
Deliver holistic financial planning across pensions, investments, protection, tax and retirement strategies.
Collaborate with Titan teams and external partners to deliver integrated solutions and drive growth.
Titan Wealth is a fast-growing wealth management business providing advice-led services in the UK and internationally. It offers a dynamic, collaborative environment where individual and team initiative is encouraged to deliver long-term client outcomes.
Build and manage a planning-led client book covering pensions, investments, and tax.
Work fully remotely from the UK using the firm's existing infrastructure and investment panel.
Retain your current ongoing fee basis while benefiting from in-house specialists and a defined exit route.
A directly authorised and independently owned UK financial planning firm built for long-term advice. It is deliberately small, aiming for around twenty advisers, with a culture that values fit and transparent terms over scale.
Own core planning and forecasting, turning data into clear insights and recommendations.
Work directly with leaders across the business to improve decisions and execution.
Drive automation and AI to build an insightful, efficient FP&A function.
Reachdesk is an end-to-end global gifting and swag platform that helps B2B companies build meaningful connections and drive measurable ROI. It is trusted by recognized tech and SaaS names and powered by a world-class team with hubs in New York, London, and Lisbon.