Titan Wealth
Financial Services
FinancialPlanner(DeskBased)
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“Financial Planner (Desk Based) at Titan Wealth. Skills: Financial planning, Client advice, Wealth management, Regulatory compliance. Deliver excellent financial planning, advice, and service to clients via a desk based service model. Service existing clients with investable assets of up to £250,000”
What You'll Achieve.
Achieving revenue targets set by the business and regional manager; Delivery of a positive client service experience to ensure appropriate client outcomes; Use objectives to focus on key business areas
Industry & Context.
Good decision-making skills; Analytical mind; Excellent attention to detail
What They're Looking For.
Must Have
Diploma in Regulated Financial Planning (or equivalent), SPS holder, CAS holder, Experience using Microsoft Word and Excel and Databases, Good technical knowledge and understanding of relevant regulations, Technical competence across all areas of financial planning
Nice to Have
Advanced Diploma in Financial Planning/Chartered Financial Planner or willingness to progress to this, Cash Flow Modelling
What You'll Do.
Deliver excellent financial planning
and service to clients via a desk based service model
Service existing clients with investable assets of up to £250
New business development
Proactive client contacting to convert legacy clients to ongoing service proposition
Actively engage with and review existing clients to deliver ongoing service proposition
Provide holistic financial planning solution to private clients across the full suite of financial planning solutions
Achieve revenue targets set by the business and regional manager
Proactively drive for cross selling and referring business into other parts of the group
Maintain & nurture existing client relationships
identifying and fulfilling new advice needs where appropriate
Generate new client enquiries and generates advice income from these
Undertake sales and marketing activity in line with local/regional/national plans
Provide expert independent advice to designated clients in compliance with relevant regulations and Titan policies and values
Maintenance of ‘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 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
Delivery of a positive client service experience to ensure appropriate client outcomes
client journey and client communication
Speed of response/turnaround time in accordance with service standards set out in procedures and clients kept appropriately appraised
Processes are executed in compliance with all regulations
as evidenced by file checks
Establish relationships with other business groups in the Titan group to achieve reciprocal business
Develop and maintain good working relationships with external professional connections (ensuring appropriate agreements in place) 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
Ensure reading and product knowledge is always up to date to maintain and develop quality of reports and research
Perform ad hoc tasks as and when required
always bearing in mind TCF and the needs of the business
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
Carry out any other duties as may reasonably be required
Adhere to consumer duty
How You'll Work.
Team & Collaboration
Establish relationships with other business groups in the Titan group to achieve reciprocal business; Develop and maintain good working relationships with external professional connections; Collaboration
Communication Scope
Excellent standard of written and verbal communication; Client communication
Full Job Description
## 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 The purpose of this role is to deliver excellent financial planning, advice, and service to clients via a desk based service model, you will be servicing existing clients with investable assets of up to £250,000. This department of the business is leading in tech adoption to enhance financial planner and client experiences. This is a growing team, and will provide 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 (35hours a week) - 3 days a week working from the office, 2 can be UK home-based. ## Job Responsibilities A focus on New business development. With proactive client contacting to covert legacy clients to our ongoing service proposition. A focus on actively engaging with and reviewing existing clients to deliver our ongoing service proposition. To provide holistic financial planning
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