At a Glance
- Tasks: Provide holistic financial planning advice and manage client relationships.
- Company: Join Titan Wealth, a rapidly expanding financial services company with a start-up vibe.
- Benefits: Enjoy competitive salary, private medical insurance, and flexible working options.
- Other info: Embrace creativity, commitment, and collaboration in a diverse and inclusive environment.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Diploma in Financial Planning and proven experience as a Financial Planner required.
The predicted salary is between 40000 - 50000 € 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.
We’re looking for an experienced Financial Planner to join our growing team in Wigan. This is a hybrid role, with occasional local travel to meet clients. This position comes with responsibility for an established, revenue-generating client bank, allowing you to focus on advice quality, relationship management and longer-term growth.
Responsibilities
- Deliver holistic financial planning advice to private clients with assets of £250k+
- Provide independent advice across the full suite of financial planning solutions
- Maintain and grow long-term client relationships
- Ensure a consistently high-quality client experience
- Generate new advice opportunities within the existing book
- Drive cross-selling and referrals into other parts of the Titan Group
Business Development & Growth
- Achieve revenue and new business targets set by line management
- Participate in sales and marketing activities at a local, regional and national level
- Proactively identify new business opportunities
- Support wider business initiatives as required
Compliance & Governance
- Deliver advice in line with FCA regulations and Titan policies
- Maintain Fit and Proper status, including CPD and SPS
- Ensure advice and client files meet internal and regulatory standards
- Maintain strong technical and industry knowledge
- Operate with TCF and client outcomes at the forefront at all times
Qualifications & Experience
- Essential: Diploma in Financial Planning (or equivalent), SPS holder/CAS holder
- Desirable: Advanced Diploma in Financial Planning / Chartered Financial Planner status or willingness to progress towards Chartered status.
- Proven experience as a Financial Planner.
- Paraplanning experience (preferred but not essential).
- Technical competence across all areas of financial planning.
- Proficient in Microsoft Word.
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 improve productivity and efficiency.
- Commitment – we are a team willing to put time, effort and energy into driving change in the organisation.
- Collaboration – we need teamwork amongst ourselves and with partners to generate innovative, efficient and effective solutions.
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 committed to fostering an inclusive and equitable environment for everyone who works with us. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analysing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans.
Financial Planner (Wigan) employer: Titan Wealth Holdings Limited
Titan Wealth is an exceptional employer, offering a dynamic work environment in Wigan that combines the energy of a start-up with the stability of private equity backing. Employees benefit from a competitive salary, comprehensive health and pension plans, and a strong commitment to professional development, all while being part of a collaborative team that values creativity and inclusivity. With established client relationships and a focus on quality advice, this role provides a unique opportunity for meaningful career growth in the financial planning sector.
Contact Detail:
Titan Wealth Holdings Limited Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner (Wigan)
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning world. Attend local events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Financial Planner role.
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers or clients, make sure to highlight your knowledge in financial planning. Share insights, discuss trends, and demonstrate how you can add value to their team.
✨Tip Number 3
Don’t be shy about following up! After interviews or networking events, drop a quick thank-you email. It shows your enthusiasm and keeps you fresh in their minds. Plus, it’s a great way to reiterate your interest in the role.
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for you to showcase your skills. Plus, it helps us keep track of your application and ensures you’re considered for the right opportunities at Titan Wealth.
We think you need these skills to ace Financial Planner (Wigan)
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Financial Planner role. Highlight your experience in financial planning and client relationship management, as these are key to what we’re looking for at Titan Wealth.
Showcase Your Qualifications:Don’t forget to mention your Diploma in Financial Planning and any other relevant qualifications. If you’re working towards Chartered status, let us know! We value commitment to professional development.
Demonstrate Your Client Focus:We want to see how you’ve maintained and grown client relationships in the past. Share specific examples of how you’ve delivered high-quality advice and created positive client experiences.
Apply Through Our Website:For the best chance of success, make sure to apply directly through our website. It’s the easiest way for us to keep track of your application and get back to you quickly!
How to prepare for a job interview at Titan Wealth Holdings Limited
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge, especially around holistic advice and compliance with FCA regulations. Be ready to discuss your experience with clients who have assets of £250k+ and how you've maintained long-term relationships.
✨Showcase Your Client Management Skills
Prepare examples that highlight your ability to deliver high-quality client experiences and generate new advice opportunities. Think about specific instances where you've successfully cross-sold services or driven referrals within a financial planning context.
✨Embrace the Company Values
Familiarise yourself with Titan Group's values of creativity, commitment, and collaboration. Be prepared to share how you've demonstrated these values in your previous roles, particularly in team settings or when driving change.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's growth strategy, especially regarding their acquisitions and how they plan to integrate new businesses. This shows your interest in the role and helps you understand how you can contribute to their success.
