Financial Planner

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 are seeking an experienced Financial Adviser to join a growing and high-performing team covering Barnsley, Leeds and the wider East & West Yorkshire region. This is a remote-based role, but you will be required to travel to visit clients and other Titan offices where needed.

This opportunity offers the chance to take over an established portfolio, predominantly based in Yorkshire. The successful candidate will inherit this book and be responsible for maintaining trusted client relationships while continuing to grow assets under management through proactive business development.

You will be joining a supportive, well-established and geographically dispersed team with a positive, high-performing culture. The business is focused on onboarding new clients, winning new business, and increasing AUM. Advisers are encouraged to actively develop their professional networks, work closely with corporate partners, and deliver the wider Titan proposition through presentations and external engagement.

This role will suit someone who enjoys managing and nurturing an existing client base, but who is equally motivated to proactively win new business and represent Titan in the market.

Responsibilities

• A focus on new business development.
• Achieving revenue targets set by line management.
• Achieve new business targets set by line management.
• Work to achieve or exceed annual new business revenue target.
• Generate new client enquiries and generate advice income from these.
• Proactively drive cross-selling and refer business into other parts of the group.
• Undertake sales and marketing activity in line with local, regional and national plans.
• Establish relationships with other business groups within Titan to achieve reciprocal business.
• Develop and maintain good working relationships with external professional connections (ensuring appropriate agreements are in place) to develop additional business opportunities.

Client Management & Advice Delivery

• Provide holistic financial planning solutions to private clients with assets exceeding £250k, across the full suite of financial planning services.
• Maintain and nurture existing client relationships, identifying and fulfilling new advice needs where appropriate.
• Provide expert independent advice to designated clients in compliance with relevant regulations and Titan policies and values.
• Deliver a positive client service experience to ensure appropriate client outcomes, client journey and communication.
• Ensure speed of response and turnaround time in accordance with service standards, keeping clients appropriately updated.

Compliance & Governance

• Ensure that client advice and reports are compliant with company processes and regulatory requirements.
• Ensure processes are executed in compliance with all regulations, as evidenced by file checks, observations and client feedback.
• Maintain ‘Fit and Proper’ status through continuous professional development, suitable development opportunities and maintenance of SPS.
• Evidence and maintain knowledge of company policies, processes and guidance.
• Perform ad hoc tasks as required, always bearing in mind TCF and the needs of the business.

Skills & Experience Required

• Technical & Professional Expertise
• Technical competence across all areas of financial planning.
• Strong analytical mindset with excellent attention to detail.
• Ensure technical knowledge and general industry knowledge is maintained at all times.
• Cash flow modelling experience (preferable but not essential).
• Experience
• Experience as a Financial Planner (essential).
• Experience in a Paraplanning role (preferable but not essential).
• Experience using Microsoft Word, Excel and relevant databases.
• Ability to coach and provide feedback.

Qualifications

• Essential: Diploma in Financial Planning (or equivalent).
• Desirable: Advanced Diploma in Financial Planning/Chartered Financial Planner, or willingness to progress towards this.
• SPS & CAS holder.

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.