Regional Manager (Financial Planning Advice) in Norfolk
Regional Manager (Financial Planning Advice)

Regional Manager (Financial Planning Advice) in Norfolk

Norfolk Full-Time 60000 - 80000 £ / year (est.) No home office possible
Titan Wealth Holdings Limited

At a Glance

  • Tasks: Lead a team of financial planners to deliver exceptional client service and drive business growth.
  • Company: Titan Wealth, a rapidly expanding firm with a dynamic and supportive culture.
  • Benefits: Competitive salary, professional development opportunities, and a chance to make a real impact.
  • Other info: Exciting opportunity to be part of a company with start-up energy and private equity backing.
  • Why this job: Join a fast-growing company and help clients achieve their financial goals while advancing your career.
  • Qualifications: Proven leadership experience in financial planning and a passion for coaching teams.

The predicted salary is between 60000 - 80000 £ 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 seeking a Regional Manager to lead our team of Private Client Financial Planners across the South of England. You'll play a pivotal role in delivering outstanding financial advice and service to our valued clients, while driving business growth and supporting the professional development of your team.

As Regional Manager, you will:

  • Achieve team revenue and new business targets.
  • Ensure the team focuses on delivering an excellent service to all clients.
  • Ensure the team deploys and understands our core proposition.
  • Coach, develop and motivate the team to ensure they perform at a high level, strive for excellence and deliver individual and business goals.
  • Address any training and development needs, ensuring direct reports have a personal development plan.

Regional Manager (Financial Planning Advice) in Norfolk employer: Titan Wealth Holdings Limited

Titan Wealth is an exceptional employer, offering a dynamic work environment that combines the innovative spirit of a start-up with the stability of private equity backing. Employees benefit from a strong focus on professional development, with tailored personal development plans and opportunities to lead in a rapidly expanding sector. Located in the South of England, Titan Wealth fosters a collaborative culture where team members are encouraged to excel and contribute to meaningful financial outcomes for clients.
Titan Wealth Holdings Limited

Contact Detail:

Titan Wealth Holdings Limited Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Regional Manager (Financial Planning Advice) in Norfolk

✨Network Like a Pro

Get out there and connect with people in the industry! Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.

✨Show Off Your Skills

When you get the chance to meet hiring managers or team members, make sure to showcase your expertise in financial planning. Share relevant experiences and how you’ve driven growth in previous roles. We want to see your passion and how you can contribute to our mission at Titan!

✨Prepare for the Interview

Do your homework on Titan Group and our services. Understand our approach to wealth management and think about how your experience aligns with our goals. We love candidates who come prepared with thoughtful questions and insights about our business!

✨Apply Through Our Website

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re always looking for passionate individuals who are ready to make an impact in the financial planning space.

We think you need these skills to ace Regional Manager (Financial Planning Advice) in Norfolk

Financial Planning
Wealth Management
Team Leadership
Coaching and Development
Business Growth Strategies
Client Relationship Management
Revenue Target Achievement
Service Excellence
Strategic Thinking
Performance Management
Communication Skills
Problem-Solving Skills
Adaptability
Motivational Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Regional Manager role. Highlight your experience in financial planning and leadership, and don’t forget to showcase any achievements that align with Titan Wealth's mission of delivering outstanding financial advice.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial planning and how your skills can help drive business growth at Titan Wealth. Keep it engaging and personal – we want to get to know you!

Showcase Your Leadership Skills: As a Regional Manager, you'll be leading a team, so make sure to highlight your coaching and development experience. Share examples of how you've motivated teams in the past and helped them achieve their goals – we love to see that!

Apply Through Our Website: We encourage you to apply through our website for a smooth application process. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our inspiring team at Titan Wealth!

How to prepare for a job interview at Titan Wealth Holdings Limited

✨Know Your Financial Planning Inside Out

Make sure you brush up on the latest trends and regulations in financial planning. Be prepared to discuss how you can apply your knowledge to help clients achieve their financial goals, as this will show your expertise and commitment to the role.

✨Demonstrate Leadership Skills

As a Regional Manager, you'll need to showcase your leadership abilities. Think of examples where you've successfully coached or developed a team. Highlight how you’ve motivated others to achieve targets and how you plan to do the same at Titan Group.

✨Align with Titan's Vision

Familiarise yourself with Titan Group’s mission and values. Be ready to explain how your personal values align with theirs and how you can contribute to their goal of providing best-in-class advice and services.

✨Prepare Questions for Them

Interviews are a two-way street! Prepare insightful questions about the company’s growth strategy, team dynamics, and how they measure success. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.

Regional Manager (Financial Planning Advice) in Norfolk
Titan Wealth Holdings Limited
Location: Norfolk

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