Head of Financial Adviser Academy

Titan Wealth Holdings Limited; England; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A dynamic wealth management firm in the United Kingdom is seeking a leader for their Financial Adviser Academy. This role involves managing the training of financial advisers and paraplanners, ensuring ongoing professional development. Candidates should have over 5 years of experience in wealth management and exceptional leadership skills. The position offers a competitive salary, hybrid working, and various employee benefits.

Benefits

Competitive salary

Attractive Employee Pension Scheme

25 days Annual Leave

Hybrid working

Further education and training support

Performance related bonus

Flexible benefits

Qualifications

• 5 or more years of experience in wealth management or financial advisory.
• At least 2 years in a leadership role.
• Exceptional leadership, communication, and interpersonal skills.

Responsibilities

• Lead and manage the Titan Wealth Adviser Academy.
• Develop and implement comprehensive training programs.
• Ensure compliance with regulatory requirements.

Skills

Leadership

Communication

Analytical abilities

Interpersonal skills

Education

Level 4 RQF Diploma in Financial Planning

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.

The role

As part of the talent strategy, Titan Wealth Planning has established a Financial Adviser Academy – designed to attract and develop people who wish to become future financial planners within our company.

We are now looking for a person to lead and further embed this important initiative across all of our UK offices, seeking a dynamic and experienced leader to head our Financial Adviser Academy. This role involves overseeing the training and development of financial advisers and paraplanners ensuring they are equipped with the skills and knowledge to provide exceptional service to clients.

Although this role will be primarily based in Kettering 3 days a week (2 days can be UK remote), from six months onwards, extensive national travel will be required to our various office locations. This will enable you to partner and engage with senior stakeholders, as well as support the development and implementation of our Academy offering and go-to-market strategy.

Responsibilities

• Leadership and Management:
• Lead and manage the Titan Wealth Adviser Academy, including recruitment, training, and development of financial advisers and paraplanners.
• Foster a collaborative and high-performance culture within the academy.
• Set performance goals and conduct regular reviews to ensure continuous improvement.
• Training and Development:
• Develop and implement comprehensive training programs for new and recently qualified financial advisers.
• Lead the selection, assessment, onboarding and transition process, ensuring focus on quality of candidates.
• Ensure advisers are up-to-date with the latest industry trends, regulations, and best practices.
• Provide ongoing mentorship and support to academists to enhance their professional growth, and ensure high retention levels of qualified academists
• Business Development:
• Develop strategic plans to attract new financial advisers and expand the academy
• Work alongside the existing Elite Sports Training Academy within Titan Pensions and Investments division to ensure integration into overall programme and continuity.
• Work with existing and prospective Titan Wealth commercial Partners to identify and enable career pathways into the Adviser Academy.
• Network with industry professionals to build relationships and enhance the firm's reputation.
• Work with Regional champions across the Titan Wealth Group to drive pipeline of candidates for Titan Academy
• Run regional selection events and candidate intakes across identified Regional offices.
• Build and leverage relationships with graduate and further Education establishments to facilitate Early Careers pipeline.
• Compliance and Risk Management:
• Ensure compliance with regulatory requirements and company policies.
• Implement risk management strategies to protect client assets and interests.
• Drive oversight of central T&C scheme, working with regional and central compliance managers and supervisors.

Requirements

• 5 or more years of experience in wealth management or financial advisory, with at least 2 years in a leadership role.
• Exceptional leadership, communication, and interpersonal skills.
• Strong analytical and problem-solving abilities.
• Preferred (but not essential) Level 4 RQF Diploma in Financial Planning.

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.