Head of Financial Adviser Academy

Titan Wealth; Greater London; On-site; GBP 60,000 - 90,000; Full time

Job summary

A leading wealth management firm is seeking a Head of Financial Adviser Academy to oversee training and development for advisers. This dynamic role offers the chance to foster a high-performance culture while driving business development and compliance initiatives within a growing team.

Benefits

Competitive salary

Attractive Employee Pension Scheme

25 days Annual Leave

Hybrid working

Further education and training support

Qualifications

• 5+ years in wealth management or financial advisory.
• 2+ years in a leadership role.
• Strong analytical and problem-solving abilities.

Responsibilities

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

Skills

Leadership

Communication

Analytical Skills

Education

Level 4 RQF Diploma in Financial Planning

Job description

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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!

The role (6-month FTC)We are 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.

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:Professionalism - how we treat our clients and colleagues.Trust - embrace innovation and adapt to change.Innovation - dare to create and don't fear failure.

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.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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