Financial Planner; Desk

Overview

The Titan Group provides a broad range of services across the wealth value chain, from financial planning and investment management to platform, trading, settlement and custody services. Its strategy is to offer modular, incremental services so clients can adjust their business models. Titan Wealth is expanding rapidly through strategic acquisitions and is committed to building a team with start-up energy and private equity backing.

Titan Wealth Planning (TWP) is a subsidiary focused on 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 purpose of this role is to deliver excellent financial planning, advice, and service to clients via a desk-based service model. You will service existing clients with investable assets up to £250,000. This department is leading in tech adoption to enhance financial planner and client experiences.

This is a growing team and provides a fantastic opportunity for those already within Private Client roles or with a Paraplanning background who hold the level 4 diploma (essential) and are looking to start their career within Financial Planning.

This is a hybrid role, full-time permanent role (35 hours a week) – 3 days a week working from the office, 2 days home-based in the UK.

• Focus on new business development, with proactive client contact to convert legacy clients to our ongoing service proposition.
• Engage with and review existing clients to deliver our ongoing service proposition.
• Provide holistic financial planning solutions to private clients across the full suite of financial planning solutions.
• Achieve revenue targets set by the business and regional manager.
• Proactively drive cross-selling and referrals to 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, suitable development opportunities and maintenance of SPS.
• Evidence and maintain knowledge of company policies, processes and guidance.
• Ensure 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 client outcomes, client journey and client communication.
• Maintain speed of response and turnaround time in accordance with service standards, with clients kept appropriately apprised.
• Execute processes in compliance with all regulations, as evidenced by file checks, observations, and client feedback.
• Establish relationships with other Titan group business units 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 to the business.
• Keep reading and product knowledge up to date to maintain and develop quality of reports and research.
• Perform ad hoc tasks as required, always bearing in mind TCF and the needs of the business.
• Escalate procedures and processes that do not adhere to TCF/RCR principles and contribute suggestions to improve practices within the department.
• Carry out any other duties as may reasonably be required.
• Adhere to consumer duty.

• Experience using Microsoft Word and Excel and databases.
• Cash flow modelling (preferable but not essential).
• Excellent standard of written and verbal communication.
• Technical competence across all areas of financial planning.
• Good decision-making skills.
• Analytical mind and…