Financial Planner; Desk

The Role

Deliver excellent financial planning, advice and service to clients via a desk‑based model, servicing existing clients with investable assets up to £250,000. The role is part of a growing team that leads in tech adoption to enhance both planner and client experiences.

Hybrid full‑time permanent role (35 hours per week). Three days a week working from the office, two days from home.

• Focus on new business development, proactively engaging legacy clients in the ongoing service proposition.
• Actively review and engage existing clients to deliver a holistic financial planning solution across the full suite of services.
• Achieve revenue targets set by the business and regional manager.
• Drive cross‑selling and referrals 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 create advice income from these.
• Undertake sales and marketing activity in line with local, regional or 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 SPS maintenance.
• Ensure client advice and reports are compliant with company processes and regulatory requirements.
• Use standard template documentation approved by the company.
• Maintain technical knowledge and general industry knowledge.
• Deliver a positive client service experience, ensuring appropriate outcomes, journey and communication.
• Respond within the turnaround times set out in procedures and keep clients appropriately appraised.
• Ensure processes are executed in compliance with all regulations, evidenced by file checks, observations and client feedback.
• Establish relationships with other business groups to achieve reciprocal business.
• Develop and maintain good working relationships with external professionals, securing appropriate agreements to develop additional opportunities.
• Use objectives to focus on key business areas.
• Highlight training needs to ensure a consistent level of service is offered.
• Keep reading and product knowledge up to date to maintain and develop the quality of reports and research.
• Perform ad‑hoc tasks as required, keeping TCF and the needs of the business in mind.
• Highlight to line manager procedures or processes that do not adhere to TCF/RCR principles and suggest improvements.
• Carry out any other duties as reasonably required.
• Adhere to the consumer duty.

• Experience using Microsoft Word, Excel and databases.
• Cash flow modelling experience (preferable).
• Excellent written and verbal communication.
• Technical competence across all areas of financial planning.
• Good decision‑making skills.
• Analytical mind and excellent attention to detail.
• Excellent time management skills and ability to meet deadlines.
• Ability to coach and provide feedback.
• Good technical knowledge and understanding of relevant regulations.
• Essential – Diploma in Regulated Financial Planning (or equivalent).
• Desirable – Advanced Diploma in Financial Planning, Chartered Financial Planner or willingness to progress to this.
• SPS holder.
• CAS holder.

• 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 many 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 race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that 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.