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Workplace Pensions Advisor

Titan Wealth

Bristol

Hybrid

GBP 30,000 - 50,000

Full time

9 days ago

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Job summary

Titan Wealth is seeking a Financial Advisor to provide tailored pension advice and support clients in achieving their financial goals. This role involves collaborating with various stakeholders, conducting site visits, and creating detailed presentations. Candidates should have a strong background in pension arrangements, possess excellent communication skills, and demonstrate the ability to solve problems effectively. Titan Wealth offers a competitive salary along with a range of benefits including a pensions scheme, private medical insurance, and flexible working options.

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

Exceptional knowledge of pension arrangements essential.
Demonstrated ability to communicate effectively.
Ability to manage time and workload effectively.

Responsibilities

Provide bespoke pension advice to group pension members.
Conduct site visits as needed.
Create presentations for clients, both onsite and remote.

Skills

Communication

Team Collaboration

Problem Solving

Technical Knowledge

Education

Diploma in Financial Planning

Tools

Microsoft Word

Microsoft Excel

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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!

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.

Responsibilities

Provide regulated bespoke pension advice to group pension members new and existing.
Provide group pension transfer advice when needed.
Provide specialist/professional advice and recommendations to new and existing members to support informed decision making.
Undertake site visits as and when needed.
Follow up on potential leads for member advice from corporate consultants.
Create effective presentations to group pensions members, to be delivered onsite or remotely
Keep CPD, IO and Compliance up to date.
Contribute to team target where possible
Develop and maintain effective and proactive working relationships with internal and external stakeholders
Support training/meetings at client or external premises. Representing Titan professionally at events.
Actively support and engage with business projects as required to meet client needs and business objectives.
Manage own time effectively to achieve objectives and key milestones agreed, together with planning and completing personal development activity.
Maintain and develop own technical and regulatory knowledge.
Take opportunities, both reactive and proactive to assist with the development additional services and support for members.
Perform ad hoc tasks as and when required, bearing in mind TCF and the needs of the business at all times.

Requirements

Excellent knowledge of all types of pensions arrangements
To highlight to your line manager procedures & processes that do not adhere to the principles of TCF/RCR and to put forward suggestions that improve the TCF/RCR practices within the department
Written and oral communication and interpersonal skills with the ability to work collaboratively with internal and external partners/ professionals.
Ability to understand, meet and exceed customer expectations.
Ability to liaise with colleagues, clients and IFAs in an articulate and pleasant manner.
Ability to work under pressure and manage own workload.
Problem solving skills with the ability to exercise high levels of initiative to devise and implement workable solutions.
Ability to plan, manage and maximise use of own time and effectiveness
Diploma in Financial Planning (or equivalent)
Good technical knowledge
Experience using Microsoft Word and Excel and Databases

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.

Seniority level

Seniority level
Not Applicable

Employment type

Employment type
Full-time

Job function

Job function
Finance and Sales

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