The Role
The Financial Planner will provide regulated advice to repatriated UK clients, focusing on business development and client service, while achieving revenue targets.
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.
The role
We are looking for a Financial Planner to work in our Repat team, who will look after a client base of clients that have repatriated to the UK. They will grow this client base via existing and created prospects and by acting on referrals from Titan Wealth International, then deliver excellent financial planning, advice, and service.
Responsibilities
- International advice experience in providing regulated financial advice to UK domiciled clients repatriated from overseas is essential.
- A focus on new business development
- A working knowledge and experience of servicing clients with QROPS, QNUPS and RNUKS
- Ability and/or desire to lead the Repat team, setting direction as appropriate.
- Providing holistic financial planning solution to private clients with assets more than £160k across the full suite of financial planning solutions.
- Achieving revenue targets set by line management.
- Achieve new business targets set by line management.
- Proactively drive for cross selling and referring business into other parts of the group.
- Maintain & nurture existing client relationships, identifying and fulfilling new advice needs where appropriate.
- Generate new client enquiries and generate advice income from these.
- Undertake sales and marketing activity in line with local/regional/ national plans.
- Work to achieve or exceed annual new business revenue target.
- Provide expert independent advice to designated clients in compliance with relevant regulations and Titan policies and values.
- Maintenance of ‘Fit and Proper’ status through continuous professional development, suitable development opportunities and maintenance of SPS.
- Evidence and maintain knowledge of company policies, processes and guidance.
- Ensure that client advice and reports are compliant with company processes and regulatory requirements.
- Use standard template documentation approved by the company.
- Ensure technical knowledge and general industry knowledge is always maintained.
- Delivery of a positive client service experience to ensure appropriate client outcomes, client journey and client communication.
- Speed of response/turnaround time in accordance with service standards set out in procedures and clients kept appropriately appraised.
- Processes are executed in compliance with all regulations, as evidenced by file checks, observations, and client feedback.
- To establish relationships with other business groups in Titan to achieve reciprocal business.
- Develop and maintain good working relationships with external professional connections (ensuring appropriate agreements in place) to develop additional business opportunities.
- Use objectives to focus on key business areas.
- Ensure reading and product knowledge is always up to date to maintain and develop quality of reports and research.
- Perform ad hoc tasks as and when required, always bearing in mind TCF and the needs of the business.
Requirements
- Technical competence across all areas of financial planning.
- Analytical mind and excellent attention to detail.
- Ability to coach and provide feedback.
- Experience as a Financial Planner
- Experience in a Paraplanning role (preferable but not essential).
- Experience using Microsoft Word and Excel and Databases.
- Cash Flow Modelling (preferable but not essential).
- Essential - Diploma in Financial Planning (or equivalent) ·
- Desirable - Advanced Diploma in Financial Planning/Chartered Financial Planner or willingness to progress to this.
- SPS & CAS holder.
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
Databases
Excel
Microsoft Word
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.
.png){kind=logo}
