The Role
The Financial Planner will deliver holistic financial advice, manage client relationships, and achieve business development targets, while ensuring compliance with regulations.
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’re looking for an experienced Financial Planner to join our growing team in Wigan. This is a hybrid role, with occasional local travel to meet clients.
Crucially, this position comes with responsibility for an established, revenue‑generating client bank, rather than starting from scratch — allowing you to focus on advice quality, relationship management and longer‑term growth.
Responsibilities
- Deliver holistic financial planning advice to private clients with assets of £250k+
- Provide independent advice across the full suite of financial planning solutions
- Maintain and grow long‑term client relationships
- Ensure a consistently high‑quality client experience
- Generate new advice opportunities within the existing book
- Drive cross‑selling and referrals into other parts of the Titan Group Business Development & Growth
- Achieve revenue and new business targets set by line management
- Participate in sales and marketing activities at a local, regional and national level
- Proactively identify new business opportunities
- Support wider business initiatives as required Compliance & Governance
- Deliver advice in line with FCA regulations and Titan policies
- Maintain Fit and Proper status, including CPD and SPS
- Ensure advice and client files meet internal and regulatory standards
- Maintain strong technical and industry knowledge
- Operate with TCF and client outcomes at the forefront at all times
Client Advice & Relationship Management
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.
Skills Required
- Diploma in Financial Planning or equivalent
- SPS holder/CAS holder
- Proven experience as a Financial Planner
- Technical competence across all areas of financial planning
- Paraplanning experience
- Willingness to progress towards Chartered status
Am I A Good Fit?
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
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.
