At a Glance
- Tasks: Deliver top-notch financial planning and advice to clients from a desk-based model.
- Company: Join Titan Wealth, a rapidly growing firm with a dynamic and innovative culture.
- Benefits: Enjoy competitive salary, private medical insurance, and flexible working options.
- Other info: Hybrid role with excellent career growth opportunities and a commitment to inclusivity.
- Why this job: Be part of a team that makes a real impact on clients' financial goals.
- Qualifications: Level 4 diploma in Regulated Financial Planning is essential; experience in Private Client roles preferred.
The predicted salary is between 29700 - 36300 £ 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 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
The purpose of this role is to deliver excellent financial planning, advice, and service to clients via a desk based service model, you will be servicing existing clients with investable assets of up to £250,000.
This department of the business is leading in tech adoption to enhance financial planner and client experiences.
This is a growing team, and will provide a fantastic opportunity for those already within Private Client roles or with a Paraplanning background, who hold the level 4 diploma (essential) and are looking to start their career within Financial Planning.
This is a hybrid role, full-time permanent role (35hours a week) - 3 days a week working from the office, 2 can be UK home-based.
- Job Responsibilities
- A focus on New business development. With proactive client contacting to covert legacy clients to our ongoing service proposition.
- A focus on actively engaging with and reviewing existing clients to deliver
- our ongoing service proposition.
- To provide holistic financial planning solution to private client across the full suite of financial planning solutions.
- Achieving revenue targets set by the business and regional manager.
- 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 generates advice income from these.
- Undertake sales and marketing activity in line with local/regional/ national plans.
- 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 the Titan group 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.
- Highlight personal training needs to ensure a consistent level of service is offered to the business.
- 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.
- To highlight to your line manager procedures & processes that do not adhere to the principles of TCF/RCR and to put forward suggestions that improve the TCF/RCR practices within the department.
- To carry out any other duties as may reasonably be required.
- Adhere to consumer duty.
- Role Requirements
- Experience using Microsoft Word and Excel and Databases.
- Cash Flow Modelling (preferable but not essential).
- Excellent standard of written and verbal communication.
- Technical competence across all areas of financial planning.
- Good decision-making skills.
- Analytical mind and excellent attention to detail.
- Excellent time management skills with an ability to work to deadlines.
- Ability to coach and provide feedback.
- Good technical knowledge and understanding of relevant regulations.
- Essential - Diploma in Regulated Financial Planning (or equivalent
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
- 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...
Financial Planner (Desk Based) in Wigan employer: Titan Wealth Holdings Limited Careers
Titan Wealth is an exceptional employer, offering a dynamic work environment in Edinburgh and Inverurie that fosters creativity, commitment, and collaboration. With a strong focus on employee growth, we provide comprehensive benefits including a competitive salary, attractive pension scheme, and support for further education, all while promoting a culture of inclusivity and flexibility. Join us to make a meaningful impact in wealth management and enjoy the opportunity to thrive in your career.
Contact Details:
Titan Wealth Holdings Limited Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner (Desk Based) in Wigan
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We think you need these skills to ace Financial Planner (Desk Based) in Wigan
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
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How to prepare for a job interview at Titan Wealth Holdings Limited Careers
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Titan Wealth Holdings Limited Careers.
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✨Show Your Passion for Finance
Since this is a full-time position, employers at Titan Wealth Holdings Limited Careers will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Titan Wealth Holdings Limited Careers employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
