At a Glance
- 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
Titan Wealth is an exceptional employer, offering a dynamic work environment in Wigan that combines the innovative spirit of a start-up with the stability of private equity backing. Employees benefit from a culture that prioritises professional growth, with opportunities to develop their skills in financial planning and wealth management while working alongside a supportive team dedicated to achieving client success. The hybrid work model allows for flexibility, making it an ideal place for those seeking a rewarding career in finance.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner (Wigan)
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Financial Planning Firm, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Financial Planning Firm.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Financial Planning Firm.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Financial Planning Firm, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Financial Planner (Wigan)
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Financial Planning Firm want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Financial Planning Firm.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Financial Planning Firm will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Financial Planning Firm. Numbers speak louder than words!
How to prepare for a job interview at Financial Planning Firm
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Financial Planning Firm want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withFinancial Planning Firm.
