Financial Planner (Desk Based)

About the role

Titan Wealth Holdings Limited seeks a Financial Planner to join their Newcastle office. This role is permanent and full-time, with a hybrid working arrangement.

Responsibilities

• Develop and implement financial planning solutions for clients
• Conduct thorough financial analyses and provide personalized advice
• Stay updated with market trends and regulatory changes
• Build and maintain strong client relationships

Requirements

• Bachelor's degree in Finance, Economics, or a related field
• At least 2 years of relevant experience in financial planning
• Professional designations such as CFP or equivalent
• Excellent communication and interpersonal skills

Qualifications

• Strong analytical and problem-solving skills
• Ability to work independently and manage multiple projects simultaneously
• Proficiency in Microsoft Office Suite

Skills

• Knowledge of financial planning software
• Experience with wealth management platforms
• Strong written and verbal communication skills

Benefits

• Competitive salary commensurate with experience
• Flexible working arrangements
• Professional development opportunities
• Health and wellness programs

Pay

Salary is competitive and commensurate with experience.

Schedule

The role offers a flexible hybrid schedule.