Director of Corporate Advisory (Financial Planning)

Titan Wealth; Greater London; Hybrid; GBP 90,000 - 120,000; Full time

Job summary

A leading financial services firm in Greater London seeks a Director of Corporate to drive corporate advisory services and oversee teams focusing on pensions and employee engagement. The role demands proven leadership in financial planning and a strategic approach to client growth and revenue generation. Ideal candidates will have strong knowledge of FCA compliance and a chartered qualification. The position includes competitive salary and hybrid working options, contributing to a dynamic and supportive work culture.

Benefits

Competitive salary

Private Medical Insurance

Attractive Employee Pension Scheme

25 days Annual Leave

Discretionary performance-related bonus

Hybrid working

Lunch and snacks provided

Qualifications

• Proven senior leadership experience in corporate financial planning or wealth management.
• In-depth knowledge of pensions and employee benefits.
• Track record of revenue growth through strategic client engagement.

Responsibilities

• Lead corporate strategy aligning with Titan’s growth ambitions.
• Drive business development to acquire and retain corporate clients.
• Inspire cross-functional teams and ensure high service standards.
• Develop corporate financial solutions that are commercially viable.

Skills

Strategic thinking

Leadership skills

Client relationship management

Communication skills

Analytical mindset

Change management

Education

Chartered Financial Planner or equivalent

Job description

About Titan Group

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 offer modular, incremental services to clients, allowing them to adjust their business models as and when they choose to. As part of Titan, it is also an active acquirer of UK‑based asset managers and other wealth‑related businesses. Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start‑up energy and the security of private‑equity backing.

Titan Wealth Planning (TWP)

TWP is a subsidiary of Titan Wealth focused on best‑in‑class advice on wealth management, employee benefits, and retirement planning. Its mission is to help businesses and their employees explore, set, and achieve their financial goals.

Director of Corporate

The Director of Corporate plays a pivotal role in shaping and leading the corporate advisory services, overseeing the Risk & Reward, Pensions, and Employee Engagement teams. This strategic leadership role drives the development and delivery of market‑leading corporate financial planning solutions, ensuring a cohesive and commercially focused client experience that supports retention, growth, and revenue targets.

Responsibilities

Strategic Leadership & Vision

• Develop and execute the corporate strategy in alignment with Titan’s growth ambitions, working closely with executive leadership.
• Act as the strategic lead across all corporate service lines: pensions, employee engagement, and risk/reward.
• Monitor trends in legislation, financial markets, and corporate needs to ensure offerings are competitive, relevant, and future‑focused.
• Serve as a member of the senior leadership team, contributing to wider organisational strategy, culture, and governance.

Client Growth & Revenue Generation

Drive business development efforts to acquire and retain mid‑to‑large corporate clients. Identify opportunities for cross‑selling and upselling across the business to maximise client lifetime value. Execute targeted growth strategies in mid‑large corporates, leveraging Titan’s vertically integrated model (financial planning → investment → custody). Develop pricing and service models that drive sustainable profit growth while meeting client needs. Lead high‑level client relationships, providing thought leadership, commercial insights, and strategic guidance. Oversight of pricing, proposition value cases, and development of commercial models to drive profitability.

Team Leadership & Operational Oversight

Lead and inspire cross‑functional teams (Risk & Reward, Pensions, and Employee Engagement), ensuring clarity of purpose, accountability, and performance. Set clear KPIs and targets aligned to service excellence, regulatory compliance, and commercial outcomes. Create a culture of innovation, collaboration, and continuous improvement across the corporate function. Oversee operational processes and service delivery standards to ensure efficiency, compliance, and client satisfaction.

Risk Management & Governance

Ensure that all corporate services operate in full compliance with FCA regulations, pensions legislation, employment law, and internal risk policies. Lead governance frameworks to monitor and manage risk exposure across all corporate client relationships. Champion a strong risk‑aware culture across teams, supporting robust decision‑making.

Product & Proposition Development

Oversee the design and enhancement of corporate financial solutions, including group pensions, flexible benefits, total reward, and employee engagement platforms. Collaborate with marketing and proposition teams to enhance brand visibility, thought leadership, and sales enablement for corporate offerings. Ensure products are commercially viable, client‑centric, and adaptable to market shifts.

Experience Required

• Proven senior leadership experience within corporate financial planning, employee benefits, or wealth management.
• Deep knowledge of pensions (DB, DC, group schemes), reward strategies, and employee engagement models.
• Track record of delivering revenue growth through strategic client engagement and solution design.
• Strong understanding of FCA compliance, risk frameworks, and financial product regulation.
• Commercial acumen and ability to build high‑value relationships with C‑suite clients.
• Chartered Financial Planner or equivalent qualification.

Desirable

• Experience scaling operations or leading a function through transformation/growth.
• Experience within a private equity‑backed or fast‑scaling business.

Key Skills & Competencies

• Strategic thinking with commercial and financial insight.
• Inspirational leadership and people management.
• Exceptional client relationship and stakeholder management skills.
• Deep technical understanding of corporate pension and benefits structures.
• Strong communication and presentation skills.
• Analytical with a solution‑oriented mindset.
• Change and transformation leadership.

Core Values

• Creativity – recognise new ways of thinking, learning and doing to improve productivity and remain ahead of competitors.
• Commitment – willingness to put time, effort and energy into driving change and going the extra mile.
• Collaboration – teamwork among ourselves and partners to generate innovative, efficient and effective solutions.

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!

Equality, Diversity & Inclusion

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 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.