At a Glance
- Tasks: Deliver top-notch financial planning and advice to clients from a desk-based model.
- Company: Join Titan Wealth, a rapidly expanding firm with a dynamic culture.
- Benefits: Enjoy competitive salary, private medical insurance, and hybrid working options.
- Other info: Embrace creativity, commitment, and collaboration in a diverse workplace.
- Why this job: Be part of a growing team and make a real impact in financial planning.
- Qualifications: Level 4 diploma in regulated financial planning is essential.
The predicted salary is between 30000 - 40000 £ 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 Planning (TWP) is a subsidiary of Titan Wealth, focusing on 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 purpose of this role is to deliver excellent financial planning, advice, and service to clients via a desk-based service model, servicing existing clients with investable assets of up to £250,000. This department is leading in tech adoption to enhance financial planner and client experiences. This is a growing team, providing 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 full-time permanent role (35 hours 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 convert legacy clients to our ongoing service proposition.
- Actively engage with and review existing clients to deliver our ongoing service proposition.
- Provide holistic financial planning solutions to private clients across the full suite of financial planning solutions.
- Achieve revenue targets set by the business and regional manager.
- Proactively drive for cross-selling and referring business into other parts of the group.
- Maintain and nurture existing client relationships, identifying and fulfilling new advice needs where appropriate.
- Generate new client enquiries and generate 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.
- Maintain ‘Fit and Proper’ status through continuous professional development and suitable development opportunities.
- Ensure that client advice and reports are compliant with company processes and regulatory requirements.
- Deliver a positive client service experience to ensure appropriate client outcomes, client journey, and client communication.
- Establish relationships with other business groups in the Titan group to achieve reciprocal business.
- Develop and maintain good working relationships with external professional connections to develop additional business opportunities.
- Highlight personal training needs to ensure a consistent level of service is offered to the business.
- Perform ad hoc tasks as required, always bearing in mind TCF and the needs of the business.
- 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, commitment, and collaboration.
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
- Lunch and snacks provided in the Bristol office
- 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.
Financial Planner (Desk Based) in Wigan employer: Titan Wealth Holdings Limited
Titan Group is an exceptional employer, offering a supportive and inclusive work culture that prioritises employee growth and development. With a competitive salary, attractive benefits including a robust pension scheme, and opportunities for further education and training, employees can thrive in their careers while enjoying a healthy work-life balance through hybrid working arrangements. Located in Harrogate, this role provides a unique chance to gain hands-on experience in the wealth management sector, working alongside experienced professionals committed to fostering a positive and collaborative environment.
Contact Details:
Titan Wealth Holdings Limited 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.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Titan Wealth Holdings Limited.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Titan Wealth Holdings Limited's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Titan Wealth Holdings Limited
✨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.
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Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
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✨Network with Industry Professionals
Before your interview, reach out to current or former Titan Wealth Holdings Limited 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.
