The Titan Group

Financial Services

FinancialPlanner

£45–65k ~AI est. Birmingham, United Kingdom FULL TIME Remote Friendly
The Brief

“Financial Planner at The Titan Group. Skills: Financial planning, Client acquisition, Wealth management. Achieve revenue targets. Generate new business opportunities”

What You'll Achieve.

Achieve revenue targets; Exceed annual new business revenue targets; Generate new client enquiries and advice income

Industry & Context.

Financial Services
Problems you'll solve

Analytical skills

Eligibility Requirements

Occasional local travel

What They're Looking For.

Must Have

Diploma in Financial Planning, SPS holder, CAS holder, Proven experience as Financial Planner

Nice to Have

Advanced Diploma in Financial Planning, Chartered Financial Planner status, Willingness to progress towards Chartered status, Paraplanning experience

What You'll Do.

Achieve revenue targets

Generate new business opportunities

Provide holistic financial planning solutions

Deliver expert independent advice

Maintain client relationships

Identify new advice needs

Deliver positive client service experience

Ensure appropriate client outcomes

Generate new client enquiries

Refer business into group

Establish relationships across business groups

Develop external professional connections

Provide advice in compliance

Maintain 'Fit and Proper' status

Evidence knowledge of policies

Ensure advice is compliant

Ensure processes are compliant

Maintain technical knowledge

How You'll Work.

Team & Collaboration

Cross-selling within group; External professional connections

Communication Scope

Client communication

Free ATS check

Applying for this Financial Planner role?

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