At a Glance
- Tasks: Manage an established client bank and deliver holistic financial planning advice.
- Company: Join Titan Wealth, a fast-growing wealth management business with a dynamic culture.
- Benefits: Competitive salary, generous pension scheme, hybrid working, and 25 days annual leave.
- Other info: Embrace creativity, commitment, and collaboration in a supportive and inclusive environment.
- Why this job: Make a real impact by helping clients achieve their financial dreams and ambitions.
- Qualifications: Diploma in Financial Planning and proven experience in client relationship management.
The predicted salary is between 50000 - 60000 £ per year.
Titan Wealth is a fast-growing wealth management business, both in the UK and internationally.
It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions.
We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term.
We are now looking for a
Senior Financial Planner to join our Bristol office, inheriting and developing an existing client bank . This role offers a strong platform for an experienced adviser to focus on client relationships and high-quality advice delivery , with support from paraplanning and client services teams.
This role will see you inheriting a client bank of circa £50 Mil AUM with £400k of recurring income.
This is a flexible hybrid role , with time spent in the Bristol office and meeting clients locally.
- Client Management & Advice Delivery
- Take ownership of an established client bank, providing ongoing holistic financial planning advice
- Deliver high-quality advice across pensions, investments, protection, tax planning and retirement strategies
- Maintain and strengthen long-term client relationships, identifying new advice opportunities
- Ensure excellent client outcomes, service standards and communication throughout the client journey
- Manage review cycles, ensuring clients receive proactive and timely engagement
- Generate additional revenue through client referrals and cross-selling opportunities
- Collaborate with wider Titan teams (investment management, employee benefits, etc.) to deliver integrated solutions
- Business Development
- Identify and act on opportunities within your existing client bank
- Support organic growth through referrals and professional introducers
- Build and maintain relationships with external professional connections (accountants, solicitors, etc.)
- Contribute to local growth plans aligned with regional and national strategy
- Compliance & Governance
- Provide advice in line with FCA regulations and Titan policies
- Maintain Competent Adviser Status (CAS) and ‘Fit & Proper’ requirements
- Ensure all client files and suitability reports meet compliance standards
- Stay up to date with industry developments and technical knowledge
- Operate in line with TCF principles at all times
Essential
- Diploma in Financial Planning (or equivalent)
- CAS status / current SPS holder
- Proven experience managing client relationships as a Financial Planner
- Strong ability to deliver holistic financial advice
- Excellent communication and relationship management skills
Desirable
- Chartered Financial Planner status or working towards
- Experience managing or taking on an existing client bank
- Broad technical knowledge across all areas of financial planning
- Previous paraplanning experience
What We Offer
- Immediate access to an existing client bank
- Full paraplanning and administrative support
- Clear pathway for continued career progression
- Opportunity to work within a growing, acquisitive business
- Exposure to a broad client base and more complex planning scenarios
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 both improve our own productivity and efficiency as well as to help us stay ahead of competitors.
- Commitment
- we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.
- Collaboration
- we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.
- 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.
#J-18808-Ljbffr
Senior Financial Planner employer: Titanwh
Titan Wealth is an exceptional employer, offering a dynamic work environment that encourages individual and team contributions to achieve better client outcomes. With a strong focus on employee growth, competitive compensation, and a commitment to inclusivity, Titan provides unique benefits such as hybrid working, generous annual leave, and support for further education, making it an attractive place for professionals seeking meaningful and rewarding careers in wealth management.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Planner
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Titanwh. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Financial Planner
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 Titanwh.
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 Titanwh'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 Titanwh
✨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 Titanwh.
✨Prepare for Case Studies
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
Since this is a full-time position, employers at Titanwh will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Titanwh 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.
