Financial Planner (Desk Based)

Titanwh; Meriden (CT); Hybrid; USD 53,547 - 93,708; Full time

Benefits offered by this job

Private medical insurance

Pension scheme

25 days annual leave

Hybrid working

Discretionary bonus

Life assurance

Job summary

Titan Wealth Group is expanding through acquisitions and seeks a financial planner to deliver excellent financial planning and advisory services. You will service existing clients with holistic solutions, maintain relationships, meet revenue targets, and ensure compliance with Titan policies.

The role is hybrid, based in Birmingham with 3 days in the office and 2 days home-based, 35 hours per week, and requires the Dip. in Regulated Financial Planning or equivalent.

Qualifications

• Diploma in Regulated Financial Planning (or equivalent).
• Experience with Word and Excel and databases.
• Excellent written and verbal communication skills.
• Technical competence across financial planning and relevant regulations.
• Strong decision-making and analytical abilities.
• Good time management and meeting deadlines.

Responsibilities

• Deliver holistic financial planning solutions to private clients across the full suite of services.
• Develop and maintain client relationships and cross-sell within the Titan group.
• Achieve revenue targets set by the regional manager and contribute to growth.
• Provide expert independent advice compliant with regulations and Titan policies.
• Drive sales and marketing activities aligned with local and national plans.
• Maintain up-to-date product knowledge and professional development.

Skills

Microsoft Word

Excel

Databases

Written and verbal communication

Regulatory knowledge

Decision making

Analytical mind

Time management

Coaching/feedback

Education

Diploma in Regulated Financial Planning

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

Deliver excellent financial planning, advice, and service to clients via a desk‑based service model. You will be servicing existing clients with investable assets up to £250,000. The department of the business is leading in tech adoption to enhance planner and client experiences. A hybrid role – Birmingham – full‑time permanent (35 hours a week), 3 days a week working from the office, 2 days UK home‑based.

Responsibilities

• A focus on new business development with proactive client contacting to convert legacy clients to our service proposition.
• Actively engaging with and reviewing existing clients.
• Providing holistic financial planning solutions to private clients across the full suite of services.
• Achieving revenue targets set by the business and regional manager.
• Proactively driving cross‑selling and referring business into other parts of the group.
• Maintain and 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, and national plans.
• Provide expert independent advice to designated clients in compliance with relevant regulations and Titan policies and values.
• Maintain Fit and Proper status through continuous professional development and suitable opportunities.
• 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.
• Deliver a positive client service experience to ensure appropriate outcomes, journey and communication.
• Maintain speed of response/turnaround time in accordance with service standards.
• Execute processes in compliance with all regulations, evidenced by file checks, observations, and client feedback.
• Establish relationships with other business groups in the Titan group to achieve reciprocal business.
• Develop and maintain good working relationships with external professional connections to develop additional business opportunities.
• Use objectives to focus on key business areas.
• Highlight personal training needs to ensure a consistent level of service is offered.
• Keep reading and product knowledge up to date to maintain and develop quality of reports and research.
• Perform ad‑hoc tasks as and when required, bearing in mind TCF and the needs of the business.
• Highlight to line manager procedures & processes that do not adhere to TCF/RCR principles and suggest improvements.
• Carry out any other duties as may reasonably be required.
• Adhere to consumer duty.

Qualifications

• Experience using Microsoft Word and Excel and Databases.
• Cash flow modelling (preferable but not essential).
• Excellent written and verbal communication skills.
• Technical competence across all areas of financial planning.
• Good decision‑making skills.
• Analytical mind and excellent attention to detail.
• Excellent time management skills with ability to work to deadlines.
• Ability to coach and provide feedback.
• Good technical knowledge and understanding of relevant regulations.
• Essential – Diploma in Regulated Financial Planning (or equivalent).

Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:

Values

• Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency and to help us stay ahead of competitors.
• Commitment – we are a team with the willingness to put time, effort and energy into driving change in the organization, 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.

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
• 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.