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- Tasks: Lead a team of financial planners and deliver top-notch financial advice.
- Company: Join Titan Wealth, a forward-thinking company focused on wealth management.
- Benefits: Enjoy private medical insurance, generous pension scheme, and 25 days annual leave.
- Why this job: Make a real impact in financial planning while developing your leadership skills.
- Qualifications: Diploma in Financial Planning and experience in coaching and leadership.
- Other info: Flexible benefits and a commitment to diversity and inclusion.
The predicted salary is between 43200 - 72000 £ per year.
Join to apply for the Regional Financial Advice Manager role at Titan Wealth. 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. Are you an experienced leader in financial planning, ready to take the next step in your career? 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. The role will be looking after the South West patch of England, and will be expected to attend the Bristol office circa 2 days a week.
Responsibilities
- Achieve team revenue and new business targets
- Ensure the team focus on delivering an excellent service to all clients
- Ensure the team deploy and understand our core proposition
- Coach, develop and motivate the team to achieve high performance and business goals
- Address training and development needs, ensuring direct reports have a personal development plan
- Work alongside the T&C Manager to ensure compliance with KPIs and wider performance measures
- Lead business development campaigns, with support from the Business Development Team
- Ensure the team proactively work with the wider group and identify opportunities to cross‑refer clients
- Maintain effective internal relationships to ensure the smooth flow of client work through the advice process
- Proactively develop customer relationships by listening and understanding the customer (both internal and external)
- Support the delivery of key projects, sometimes leading their deployment
- Set clear personal objectives that are SMART and challenging; review objectives and feedback regularly in one‑to‑ones and performance reviews
- Express ideas effectively in individual and group situations, adjusting language or terminology to the audience
- Maintain and promote social, ethical and organisational norms in business activities
- Work effectively across the business, respecting the needs and contributions of others and accepting consensus
- Perform ad hoc tasks as required, always bearing in mind TCF and business needs
- Create an environment where colleagues feel safe and are encouraged to challenge existing practices for improvement and efficiency
Critical Skills
- Awareness of operational, regulatory and conduct risk that may impact the business; responsible for reporting any such risk
- Ability to deliver coaching and training to individuals and groups
- Ability to set objectives and manage staff performance
- Ability to work independently, delegate and run projects
Critical Knowledge and Experience
- Attain a satisfactory level of technical and professional skills/knowledge in job‑related areas, keeping abreast of current developments and trends
- Financial planning experience
- Coaching and leadership experience
Qualifications
- Essential – Diploma in Financial Planning (or equivalent)
- Desirable – Advanced Diploma in Financial Planning/Chartered Financial Planner or willingness to progress to this CAS holder SPS holder
Company Values
- Creativity – we recognise we need new ways of thinking, learning and doing to improve productivity and stay ahead of competitors.
- Commitment – we are a team willing to put time, effort and energy into driving organisational change and going the extra mile.
- Collaboration – we value teamwork with partners to generate innovative, efficient and effective solutions, enhancing overall achievement.
Benefits
- 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
- Discretionary performance‑related bonus
- Employee Assistance Programme
- Lunch and snacks provided in the Bristol office
- And lots of flexible benefits to choose from!
Equal Opportunity
The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that a diverse team enables the best possible outcomes for clients and team members, and we strive to provide equal opportunities in all aspects of the workplace.
Regional Financial Advice Manager employer: Titan Wealth
Contact Detail:
Titan Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Regional Financial Advice Manager
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios specific to financial advice management. Think about how you can showcase your leadership skills and experience in coaching others. We recommend doing mock interviews with friends or using online resources to get comfortable.
✨Tip Number 3
Showcase your expertise! Create a portfolio that highlights your achievements in financial planning and team management. Include case studies or examples of how you've helped clients achieve their financial goals. This will set you apart from other candidates and demonstrate your value.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team at Titan Wealth. Let’s make your next career move a great one!
We think you need these skills to ace Regional Financial Advice Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Regional Financial Advice Manager role. Highlight your experience in financial planning and leadership, and don’t forget to showcase any relevant qualifications. We want to see how you can bring your unique skills to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial advice and how your values align with ours at Titan Wealth. Be sure to mention specific examples of your past successes in coaching and developing teams.
Showcase Your Leadership Skills: In your application, emphasise your ability to lead and motivate a team. Share stories that demonstrate your coaching style and how you've helped others achieve their goals. We’re looking for someone who can inspire and drive performance!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, you’ll find all the details you need about the role and our company culture there!
How to prepare for a job interview at Titan Wealth
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge, especially around wealth management and retirement planning. Be ready to discuss recent trends in the industry and how they might impact clients' financial goals.
✨Showcase Your Leadership Skills
As a Regional Financial Advice Manager, you'll need to demonstrate your ability to coach and motivate a team. Prepare examples of how you've successfully led teams in the past, focusing on how you helped them achieve their targets and develop professionally.
✨Understand Titan Wealth's Values
Familiarise yourself with Titan Wealth's core values: creativity, commitment, and collaboration. Think of ways you can embody these values in your role and be ready to share examples of how you've applied them in your previous positions.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and ability to handle client relationships. Practice articulating how you would approach various situations, such as managing compliance issues or leading a business development campaign.
