Head of Financial Adviser Academy
Head of Financial Adviser Academy

Head of Financial Adviser Academy

Full-Time 43200 - 72000 £ / year (est.) No home office possible
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Titan Wealth

At a Glance

  • Tasks: Lead the Financial Adviser Academy, focusing on training and developing financial advisers.
  • Company: Titan Group offers a wide range of wealth management services with a dynamic, start-up energy.
  • Benefits: Enjoy competitive salary, hybrid working, generous leave, and various employee perks.
  • Why this job: Join a rapidly expanding team that values innovation and professional growth in a supportive environment.
  • Qualifications: 5+ years in wealth management, with leadership experience; Level 4 RQF Diploma preferred.
  • Other info: Embrace diversity and inclusion in a role that impacts future financial advisers.

The predicted salary is between 43200 - 72000 £ 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. 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!

The role (6-month FTC)

We are seeking a dynamic and experienced leader to head our Financial Adviser Academy. This role involves overseeing the training and development of financial advisers and paraplanners ensuring they are equipped with the skills and knowledge to provide exceptional service to clients.

Responsibilities

  • Leadership and Management:
    • Lead and manage the Titan Wealth Adviser Academy, including recruitment, training, and development of financial advisers and paraplanners.
    • Foster a collaborative and high-performance culture within the academy.
    • Set performance goals and conduct regular reviews to ensure continuous improvement.
  • Training and Development:
    • Develop and implement comprehensive training programs for new and recently qualified financial advisers.
    • Lead the selection, assessment, onboarding and transition process, ensuring focus on quality of candidates.
    • Ensure advisers are up-to-date with the latest industry trends, regulations, and best practices.
    • Provide ongoing mentorship and support to academists to enhance their professional growth, and ensure high retention levels of qualified academists.
  • Business Development:
    • Develop strategic plans to attract new financial advisers and expand the academy.
    • Work alongside the existing Elite Sports Training Academy within Titan Pensions and Investments division to ensure integration into overall programme and continuity.
    • Work with existing and prospective Titan Wealth commercial Partners to identify and enable career pathways into the Adviser Academy.
    • Network with industry professionals to build relationships and enhance the firm’s reputation.
    • Work with Regional champions across the Titan Wealth Group to drive pipeline of candidates for Titan Academy.
    • Run regional selection events and candidate intakes across identified Regional offices.
    • Build and leverage relationships with graduate and further Education establishments to facilitate Early Careers pipeline.
  • Compliance and Risk Management:
    • Ensure compliance with regulatory requirements and company policies.
    • Implement risk management strategies to protect client assets and interests.
    • Drive oversight of central T&C scheme, working with regional and central compliance managers and supervisors.

Requirements

  • 5 or more years of experience in wealth management or financial advisory, with at least 2 years in a leadership role.
  • Exceptional leadership, communication, and interpersonal skills.
  • Strong analytical and problem-solving abilities.
  • Preferred (but not essential) Level 4 RQF Diploma in Financial Planning.

Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:

  • Professionalism - how we treat our clients and colleagues.
  • Trust - embrace innovation and adapt to change.
  • Innovation - dare to create and don’t fear failure.

Terms

  • Competitive salary.
  • Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee).
  • 25 days Annual Leave + public holidays.
  • Buy and sell holidays up to 5 days.
  • Office Christmas close (3-days).
  • A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.
  • Hybrid working.
  • Further education and training support.
  • Discretionary performance related bonus.
  • Confidential Employee Assistance Programme.
  • 2 days per year for voluntary work.
  • 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. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.

Head of Financial Adviser Academy employer: Titan Wealth

At Titan Wealth, we pride ourselves on being an exceptional employer that champions professional growth and a collaborative work culture. Our commitment to employee development is reflected in our comprehensive training programmes and mentorship opportunities, ensuring that our team members are equipped with the skills needed to excel in the wealth management sector. With competitive benefits, a focus on inclusivity, and the dynamic energy of a rapidly expanding firm backed by private equity, joining Titan Wealth means becoming part of a forward-thinking organisation where your contributions truly matter.
Titan Wealth

Contact Detail:

Titan Wealth Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Head of Financial Adviser Academy

✨Tip Number 1

Network with professionals in the wealth management and financial advisory sectors. Attend industry events, webinars, or local meetups to connect with potential colleagues and mentors who can provide insights into the role and the company culture at Titan Group.

✨Tip Number 2

Familiarise yourself with the latest trends and regulations in financial advising. This knowledge will not only help you stand out during interviews but also demonstrate your commitment to continuous learning and professional development, which is crucial for the Head of Financial Adviser Academy role.

✨Tip Number 3

Prepare to discuss your leadership style and experiences in managing teams. Think about specific examples where you've successfully developed training programmes or improved team performance, as these will be key aspects of the role you're applying for.

✨Tip Number 4

Research Titan Group's recent acquisitions and strategic initiatives. Understanding their business model and how the Financial Adviser Academy fits into their overall strategy will allow you to tailor your discussions and show that you're genuinely interested in contributing to their growth.

We think you need these skills to ace Head of Financial Adviser Academy

Leadership Skills
Training and Development Expertise
Financial Advisory Knowledge
Analytical Skills
Problem-Solving Abilities
Communication Skills
Interpersonal Skills
Compliance Knowledge
Risk Management Strategies
Networking Skills
Strategic Planning
Performance Management
Mentorship Skills
Industry Trend Awareness
Collaboration Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in wealth management and leadership roles. Emphasise any specific achievements in training or developing financial advisers, as this is crucial for the Head of Financial Adviser Academy position.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advisory and your vision for leading the academy. Mention how your values align with those of Titan Group, particularly around professionalism, trust, and innovation.

Highlight Relevant Skills: In your application, clearly outline your leadership, communication, and analytical skills. Provide examples of how you've successfully managed teams and developed training programmes in previous roles.

Showcase Industry Knowledge: Demonstrate your understanding of current industry trends and regulations in your application. This will show that you are well-prepared to ensure advisers are up-to-date and compliant with best practices.

How to prepare for a job interview at Titan Wealth

✨Showcase Your Leadership Experience

As the role requires exceptional leadership skills, be prepared to discuss your previous experiences in leading teams. Highlight specific examples where you successfully managed training and development initiatives, and how you fostered a high-performance culture.

✨Demonstrate Industry Knowledge

Stay updated on the latest trends and regulations in wealth management and financial advisory. During the interview, share insights on how these trends can impact the training and development of financial advisers, showcasing your expertise in the field.

✨Emphasise Collaboration Skills

The role involves working with various stakeholders, including existing academists and commercial partners. Be ready to provide examples of how you've successfully collaborated with different teams or departments to achieve common goals.

✨Prepare for Compliance Discussions

Given the importance of compliance and risk management in this role, be prepared to discuss your understanding of regulatory requirements. Share any relevant experiences where you implemented compliance strategies or managed risks effectively.

Head of Financial Adviser Academy
Titan Wealth
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