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- Tasks: Develop and grow client relationships through expert financial planning and advice.
- Company: Join Titan Wealth, a rapidly expanding firm with a dynamic culture.
- Benefits: Competitive salary, hybrid work model, and opportunities for professional growth.
- Other info: Exciting opportunity to work in a supportive and innovative environment.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Strong analytical skills and experience in financial planning.
The predicted salary is between 36000 - 60000 £ per year.
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 offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. 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.
- Provide holistic financial planning solutions to private clients with assets of £250k+.
- Deliver expert independent advice across the full spectrum of financial planning.
Financial Planner (Wigan) employer: Financial Planning Firm
Contact Detail:
Financial Planning Firm Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner (Wigan)
✨Network Like a Pro
Get out there and connect with people in the financial planning industry. Attend local events, join online forums, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you get the chance to meet potential employers or clients, make sure to showcase your analytical skills and attention to detail. Bring along examples of your work or case studies that highlight how you’ve helped clients achieve their financial goals. We want to see your expertise in action!
✨Follow Up Like a Boss
After any meeting or networking event, don’t forget to follow up! A quick email thanking them for their time and reiterating your interest can go a long way. We believe that staying top of mind is key to landing that dream job.
✨Apply Through Our Website
If you’re keen on joining Titan Wealth Planning, make sure to apply through our website. It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and take the initiative!
We think you need these skills to ace Financial Planner (Wigan)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner role. Highlight your experience in financial planning, client management, and any relevant qualifications. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your skills align with our mission at Titan Wealth. Keep it engaging and personal – we love a good story!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Whether it’s exceeding revenue targets or successfully managing client portfolios, we want to know how you've made an impact in your previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Financial Planning Firm
✨Know Your Numbers
As a Financial Planner, you'll need to demonstrate your analytical skills. Brush up on key financial metrics and be ready to discuss how you've used data to drive decisions in the past. This shows you can provide the expert advice they’re looking for.
✨Understand Their Business Model
Familiarise yourself with Titan Group's modular services and recent acquisitions. Being able to discuss how their approach aligns with your own financial planning philosophy will impress them and show that you're genuinely interested in their operations.
✨Prepare Real-Life Scenarios
Think of specific examples where you've successfully grown a client base or exceeded revenue targets. Use the STAR method (Situation, Task, Action, Result) to structure your answers. This will help you convey your experience clearly and effectively.
✨Ask Insightful Questions
Prepare thoughtful questions about their growth strategy and how they support their Financial Planners. This not only shows your interest but also helps you gauge if the company culture aligns with your values and career goals.