The Role
Provide holistic financial planning and advice to clients (£250k+), grow and maintain client relationships, meet revenue targets, generate new business, ensure compliance and maintain technical knowledge and Fit and Proper status.
Summary Generated by Built In
The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses.
Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It’s an inspiring time to join the team!
Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals.
We are looking for a Financial Planner who will develop & grow an established client base through excellent financial planning, advice, and service. This role is a Hybrid role based out of our office in Wigan, but with occasional local travel to clients.
Requirements
- Achieve revenue and new business targets set by line management.
- Work to achieve or exceed annual new business revenue targets.
- Undertake sales and marketing activity aligned with local, regional and national plans.
- Proactively generate new business opportunities.
- Demonstrate strong analytical skills and attention to detail.
- Ability to coach and provide feedback where appropriate.
- Perform ad hoc tasks as required to support the business.
Client Management & Advice Delivery
- Provide holistic financial planning solutions to private clients with assets of £250k+.
- Deliver expert independent advice across the full suite of financial planning solutions.
- Maintain and nurture existing client relationships, identifying and fulfilling new advice needs where appropriate.
- Deliver a positive client service experience, ensuring appropriate client outcomes, journey and communication.
- Ensure speed of response and turnaround times align with service standards, keeping clients appropriately updated.
- Generate new client enquiries and advice income.
- Proactively drive cross-selling and refer business into other parts of the group.
- Establish relationships across Titan business groups to achieve reciprocal business.
- Develop and maintain strong external professional connections (with appropriate agreements in place).
Compliance & Governance
- Provide advice in compliance with relevant regulations and Titan policies and values.
- Maintain ‘Fit and Proper’ status through continuous professional development and maintenance of SPS.
- Evidence and maintain knowledge of company policies, processes and guidance.
- Ensure advice, suitability reports and files are compliant with company processes and regulatory requirements.
- Ensure processes are executed in compliance with regulations, evidenced by file checks, observations and client feedback.
- Maintain up-to-date technical and industry knowledge.
- Perform duties with TCF and regulatory expectations in mind at all times.
Qualifications & Experience
- Essential:
- Diploma in Financial Planning (or equivalent)SPS holder/CAS holder
- Desirable:
- Advanced Diploma in Financial Planning / Chartered Financial Planner status or willingness to progress towards Chartered status.
- Proven experience as a Financial Planner.
- Paraplanning experience (preferred but not essential).
- Technical competence across all areas of financial planning.
- Proficient in Microsoft Word.
Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:
Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.
Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.
Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.
Some of our benefits:
- Competitive salary
- Private Medical Insurance post probation
- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
- 25 days Annual Leave (plus buy and sell up to 5 days)
- Office Christmas close (3-days)
- Life Assurance
- Health cash plan
- Hybrid working
- Discretionary performance related bonus
- Employee Assistance Programme
- Lunch and snacks provided in the Bristol office.
- And lots of flexible benefits to choose from!
The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.
Top Skills
Microsoft Word
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The Company
What We Do
Titan is a discretionary fund management / wealth and asset management business. Targeting £50 billion in assets under administration over the next three to five years and assets under management of £40 billion, Titan aims to bring high-quality execution and administration to the asset and wealth management sector. Titan provides execution, custody, clearing and wealth management services to small and medium sized broker dealers, proprietary traders, intermediaries, family offices and wealth managers and platform services, custody and investment solutions to financial advisors, family offices, retail clients and institutions via a network of trusted intermediaries.
