Job Description
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 looking for a BDM to manage existing and generate new introducer relationships to feed new business into the Private Client division, this role has a key focus on new client acquisition and building professional and business connections. This is a Hybrid role, with occasional travel for client events and internal meetings, primarily in the North East, Cumbria and North Yorkshire.
Responsibilities
- Drive sales across the entire revenue spectrum, including all service and product areas
- Own, project manage and deliver business development campaigns, in coordination with marketing and internal stakeholders
- Drive digital lead generation for the office, including leads from unbiased.com and from Titan website enquiries
- Deliver personal revenue according to budget plan by directly increasing new individual enquiries for Advisers
- Develop and maintain relationships with business stakeholders, including new and existing clients, partners, business connections and professional connections
- Increase the breadth of support and advice provided to existing clients by maximising cross referrals within the Group
- Conduct periodic market research and analysis
- Support with wider Titan project as and when required
Critical Skills and Experience required
- Strong communication and presentation skills
- Proven track record of working in a Business Development capacity
- Ability to influence and negotiate with others
- Ability to think creatively and strategically
- Self-motivation
- Organisation skills
- Commercially focussed
Qualifications (Essential & Desirable)
- Level 4 Diploma qualification desirable
- Maths and English GCSE, Grade 5 or above, or equivalent
Key Interfaces (Internal and external)
- Regional Manager (Line Manager)
- Team of experienced Financial Advisers
- Regional T&C Manager
- Regional Compliance Manager
- Marketing Manager
- Existing and new clients
- Existing and new professional connections
- Key contacts at business connections
FCA requirements
- Adhere to all FCA regulations including consumer duty
Titan Key Behaviours
- Commercial Awareness
- Innovation
- Collaboration
- Team contribution
- Professionalism
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.
