The Role
Manage and develop an inherited client bank (~£50M AUM) delivering holistic financial planning across pensions, investments, protection, tax and retirement. Maintain long-term client relationships, run review cycles, identify cross-sell and referral opportunities, collaborate with internal teams, ensure FCA-compliant advice and governance, and support local business growth.
Summary Generated by Built In
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.
We are now looking for a Senior Financial Planner to join our Bristol 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 £50 Mil AUM with £400k of recurring income.
This is a flexible hybrid role, with time spent in the Bristol office and meeting clients locally.
Responisbilities
- Take ownership of an established client bank, providing ongoing holistic financial planning advice
- Deliver high-quality advice across pensions, investments, protection, tax planning and retirement strategies
- Maintain and strengthen long-term client relationships, identifying new advice opportunities
- Ensure excellent client outcomes, service standards and communication throughout the client journey
- Manage review cycles, ensuring clients receive proactive and timely engagement
- Generate additional revenue through client referrals and cross-selling opportunities
- Collaborate with wider Titan teams (investment management, employee benefits, etc.) to deliver integrated solutions Business Development
- Identify and act on opportunities within your existing client bank
- Support organic growth through referrals and professional introducers
- Build and maintain relationships with external professional connections (accountants, solicitors, etc.)
- Contribute to local growth plans aligned with regional and national strategy Compliance & Governance
- Provide advice in line with FCA regulations and Titan policies
- Maintain Competent Adviser Status (CAS) and ‘Fit & Proper’ requirements
- Ensure all client files and suitability reports meet compliance standards
- Stay up to date with industry developments and technical knowledge
- Operate in line with TCF principles at all times
Client Management & Advice Delivery
About you
- Diploma in Financial Planning (or equivalent)
- CAS status / current SPS holder
- Proven experience managing client relationships as a Financial Planner
- Strong ability to deliver holistic financial advice
- Excellent communication and relationship management skills Desirable
- Chartered Financial Planner status or working towards
- Experience managing or taking on an existing client bank
- Broad technical knowledge across all areas of financial planning
- Previous paraplanning experience
Essential
What We Offer
- Immediate access to an existing client bank
- Full paraplanning and administrative support
- Clear pathway for continued career progression
- Opportunity to work within a growing, acquisitive business
- Exposure to a broad client base and more complex planning scenarios
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.
Terms
- Competitive salary
- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
- 25 days Annual Leave + public holidays
- Buy and sell holidays up to 5 days
- Office Christmas close (3-days)
- A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.
- Hybrid working
- Further education and training support
- Discretionary performance related bonus
- Confidential Employee Assistance Programme
- 2 days per year for voluntary work
- 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)
- CAS status / current SPS holder
- Proven experience managing client relationships as a Financial Planner
- Ability to deliver holistic financial advice across pensions, investments, protection, tax and retirement
- Excellent communication and relationship management skills
- Chartered Financial Planner status or working towards
- Experience managing or taking on an existing client bank
- Broad technical knowledge across all areas of financial planning
- Previous paraplanning experience
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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.
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