Financial Planner

Titan Wealth; Bristol; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

Titan Wealth is seeking a Financial Planner for their Repat team to manage and expand a client base of UK repatriates. Candidates should possess a Diploma in Financial Planning and experience in international financial advice. The role emphasizes new business development and delivering exceptional client service.

Benefits

Competitive salary

Private Medical Insurance post probation

Attractive Employee Pension Scheme

25 days Annual Leave

Office Christmas close (3-days)

Life Assurance

Health cash plan

Discretionary performance related bonus

Lunch and snacks provided in the Bristol office

Qualifications

• Experience as a Financial Planner required.
• Technical competence in all areas of financial planning.
• Essential - Diploma in Financial Planning (or equivalent).

Responsibilities

• Provide regulated financial advice to UK domiciled clients.
• Focus on developing new business and nurturing existing relationships.
• Deliver holistic financial planning solutions to private clients.

Skills

Technical competence

Analytical mind

Attention to detail

Coaching ability

Education

Diploma in Financial Planning

Advanced Diploma in Financial Planning

Tools

Microsoft Word

Excel

Databases

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.

The role
We are looking for a Financial Planner to work in our Repat team, who will look after a client base of clients that have repatriated to the UK. They will grow this client base via existing and created prospects and by acting on referrals from Titan Wealth International, then deliver excellent financial planning, advice, and service.

Responsibilities

• International advice experience in providing regulated financial advice to UK domiciled clients repatriated from overseas is essential
• A focus on new business development
• A working knowledge and experience of servicing clients with QROPS, QNUPS and RNUKS
• Ability and/or desire to lead the Repat team, setting direction as appropriate.
• Providing holistic financial planning solution to private clients with assets more than £160k across the full suite of financial planning solutions.
• Achieving revenue targets set by line management
• Achieve new business targets set by line management
• Proactively drive for cross selling and referring business into other parts of the group.
• Maintain & nurture existing client relationships, identifying and fulfilling new advice needs where appropriate
• Generate new client enquiries and generate advice income from these
• Undertake sales and marketing activity in line with local/regional/ national plans
• Work to achieve or exceed annual new business revenue target
• Provide expert independent advice to designated clients in compliance with relevant regulations and Titan policies and values
• Maintenance of ‘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
• Ensure that client advice and reports are compliant with company processes and regulatory requirements
• Use standard template documentation approved by the company
• Ensure technical knowledge and general industry knowledge is always maintained
• Delivery of a positive client service experience to ensure appropriate client outcomes, client journey and client communication
• Speed of response/turnaround time in accordance with service standards set out in procedures and clients kept appropriately appraised
• Processes are executed in compliance with all regulations, as evidenced by file checks, observations, and client feedback
• To establish relationships with other business groups in Titan to achieve reciprocal business
• Develop and maintain good working relationships with external professional connections (ensuring appropriate agreements in place) to develop additional business opportunities
• Use objectives to focus on key business areas
• Ensure reading and product knowledge is always up to date to maintain and develop quality of reports and research
• Perform ad hoc tasks as and when required, always bearing in mind TCF and the needs of the business
  
  
  
  
  

Requirements

• Technical competence across all areas of financial planning.
• Analytical mind and excellent attention to detail.
• Ability to coach and provide feedback.
• Experience as a Financial Planner
• Experience in a Paraplanning role (preferable but not essential).
• Experience using Microsoft Word and Excel and Databases.
• Cash Flow Modelling (preferable but not essential)
• Essential - Diploma in Financial Planning (or equivalent)
• Desirable - Advanced Diploma in Financial Planning/Chartered Financial Planner or willingness to progress to 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:
Professionalism - how we treat our clients and colleagues.

Trust - embrace innovation and adapt to change.

Innovation - dare to create and don't fear failure.

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.