Financial Planner (Birmingham)

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.

We are looking for a Financial Planner  who will develop & grow an established client base through excellent financial planning, advice, and service. This role is a Hybrid role based out of our office in Meriden, Birmingham but with occasional local travel to clients.

Responsibilities

Requirements

• Achieve revenue and new business targets set by line management.


• Work to achieve or exceed annual new business revenue targets.


• Undertake sales and marketing activity aligned with local, regional and national plans.


• Proactively generate new business opportunities.


• Demonstrate strong analytical skills and attention to detail.


• Ability to coach and provide feedback where appropriate.


• Perform ad hoc tasks as required to support the business.

Client Management & Advice Delivery

• Provide holistic financial planning solutions to private clients with assets of £250k+.


• Deliver expert independent advice across the full suite of financial planning solutions.


• Maintain and nurture existing client relationships, identifying and fulfilling new advice needs where appropriate.


• Deliver a positive client service experience, ensuring appropriate client outcomes, journey and communication.


• Ensure speed of response and turnaround times align with service standards, keeping clients appropriately updated.


• Generate new client enquiries and advice income.


• Proactively drive cross-selling and refer business into other parts of the group.


• Establish relationships across Titan business groups to achieve reciprocal business.

Develop and maintain strong external professional connections (with appropriate agreements in place).

Compliance & Governance
· Provide advice in compliance with relevant regulations and Titan policies and values.
· Maintain ‘Fit and Proper’ status through continuous professional development and maintenance of SPS.
· Evidence and maintain knowledge of company policies, processes and guidance.
· Ensure advice, suitability reports and files are compliant with company processes and regulatory requirements.
· Ensure processes are executed in compliance with regulations, evidenced by file checks, observations and client feedback.
· Maintain up-to-date technical and industry knowledge.
Perform duties with TCF and regulatory expectations in mind at all times

About you

Essential:
· Diploma in Financial Planning (or equivalent)SPS holder/CAS holder

· Proven experience as a Financial Planner.

Desirable:
· Advanced Diploma in Financial Planning / Chartered Financial Planner status or willingness to progress towards Chartered status.
· Paraplanning experience (preferred but not essential).

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