Senior Financial Planner

Titan Wealth

Titan Wealth is a fast-growing wealth management business, both in the UK and internationally.  It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions. We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term. Due to continued growth through strategic acquisitions, Titan Wealth is expanding rapidly – offering a unique blend of entrepreneurial energy and the backing of private equity. It’s an exciting time to join the business. Titan Wealth Planning (TWP) is a key part of the Group, focused on delivering best-in-class advice across wealth management, retirement planning and employee benefits. We are now looking for a Senior Financial Planner to join our Edinburgh office, inheriting and developing an existing client bank. This role offers a strong platform for an experienced adviser to focus on client relationships and high-quality advice delivery, with support from paraplanning and client services teams. This role will see you inheriting a client bank of circa £80 Mil AUM  This is a hybrid role, with time spent in the Edinburgh office and meeting clients locally.

Titan Wealth

Titan Wealth is a fast-growing wealth management business, both in the UK and internationally.  It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions. We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term. Due to continued growth through strategic acquisitions, Titan Wealth is expanding rapidly – offering a unique blend of entrepreneurial energy and the backing of private equity. It’s an exciting time to join the business. Titan Wealth Planning (TWP) is a key part of the Group, focused on delivering best-in-class advice across wealth management, retirement planning and employee benefits. We are now looking for a Senior Financial Planner to join our Edinburgh office, inheriting and developing an existing client bank. This role offers a strong platform for an experienced adviser to focus on client relationships and high-quality advice delivery, with support from paraplanning and client services teams. This role will see you inheriting a client bank of circa £80 Mil AUM  This is a hybrid role, with time spent in the Edinburgh office and meeting clients locally.

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IN SHORT As the Lead - Sales Planner, you will drive the strategic alignment of sales planning functions for your assigned channel, steering our sales team through high-impact, data-driven business analysis. Reporting to the Head of Sales Planning on the Sales team, you will own the execution of critical planning activities including seasonal forecasting and comprehensive performance reporting to ensure premium brand elevation. You will partner across Merchandising and Demand Planning to translate quantitative insights into actionable growth strategies, ensuring we reach every fan who wants On. YOUR MISSION * Lead the collection and analysis of complex sales data to maximize market opportunities and mitigate product liability, providing the quantitative evidence needed to validate channel strategies * Partner with account owners to drive pre-season and in-season planning discussions, ensuring financial targets are rooted in logic and historical performance * Develop and deliver sophisticated sales recaps that highlight risks and opportunities, enabling the sales team to pivot quickly in a dynamic retail environment * Design and maintain robust in-season business trackers to monitor account health and ensure the team is pacing toward monthly and seasonal objectives * Collaborate with Demand Planning to finalize production needs at the vertical and account level, ensuring GTM strategies support long-term profitability and scaling goals * Act as a conduit between global planning frameworks and local execution to maintain consistency and excellence across the United States market * Challenge existing reporting processes by identifying and implementing more efficient ways to visualize and share data-informed insights YOUR STORY * 6+ years of experience in product planning, sales planning, demand planning, or merchandising within a premium global retailer * You bring deep expertise navigating fast-paced, matrixed environments with high-velocity SKUs and frequent seasonal product refreshes * Advanced technical proficiency with forecasting tools and MS Excel including macros and power queries to simplify complex data sets * Demonstrated ability to communicate technical planning insights to diverse stakeholders, adjusting your delivery to build connection and understanding * Proven track record of analyzing cross-category trends to forecast holistic business stories that drive commercial outcomes * Experience working autonomously to identify underlying root causes and delivering solutions to complex planning problems * Willingness to travel up to 10% of the time to support business needs and connect with regional partners YOUR TEAM Ever imagine working in a team where a passion for people and a commitment to movement comes first? You’ll be joining an entrepreneurial and collaborative team, passionate about crafting a premium sales experience for our retail partners, pioneering new ways of strategic account management, and spreading the excitement of our brand. Our United States Sales team is growing, come along for the journey.