Job Description
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 be able 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!
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.
We’re looking for a Business Development Manager to support the delivery of our growth strategy across Private Client and Corporate markets. Working closely with the Sales Director and Client Acquisition Team, you’ll identify, develop and convert new business opportunities, build strong relationships, and strengthen our presence in the market through a multi-channel approach.
This role will suit someone who enjoys relationship-led growth as much as measurable results—combining networking, partnerships and events with digital lead generation to build a sustainable, high-quality pipeline.
About the role
Strategic planning & growth
- Develop and implement business development plans aligned to business objectives.
- Work collaboratively with the Sales Director and internal stakeholders to support revenue growth.
Business development & lead generation
- Identify and develop new opportunities across Private Client and Corporate segments.
- Proactively engage and qualify new leads, arranging appointments for Financial Planners and Corporate Advisers.
- Plan, attend and leverage events/sponsorships to generate leads and raise brand awareness.
- Support digital acquisition initiatives in partnership with Marketing.
- Build and maintain relationships with professional introducers and referral partners.
- Develop strategic partnerships that expand market reach and generate quality opportunities.
- Represent the business professionally in all external interactions.
Reporting & CRM administration
- Maintain accurate, up-to-date pipeline activity within CRM systems.
- Provide regular reporting on BD performance and pipeline progress.
About you
Essential experience
- Proven success in a business development, sales, or relationship management role within financial services.
- Experience working with Private Clients and/or Corporate Clients.
- Track record of generating new business and building sustainable pipelines.
- Experience building introducer/referral networks and strategic partnerships.
- Strong communication and interpersonal skills with confidence engaging new prospects.
- CRM experience and disciplined pipeline management.
- Diploma-qualified (or equivalent).
- Understanding of digital marketing and lead generation channels.
Personal attributes
- Commercially aware, proactive, resilient and results-driven.
- Highly organised with strong attention to detail.
- Collaborative, professional and credible in client-facing environments.
Conduct, risk & compliance (FCA)
As a regulated business, you’ll be expected to adhere to FCA requirements including Consumer Duty, and actively raise any concerns around processes that do not align with TCF/RCR principles—suggesting improvements where appropriate.
What else you’ll need
- Full UK driving licence and willingness to travel frequently to client locations and offices across the UK.
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.
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. 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.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
