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About the Role

The purpose of this role is to deliver excellent financial planning, advice, and service to clients via a desk-based service model, servicing existing clients with investable assets of up to £250,000. This department is leading in tech adoption to enhance financial planner and client experiences. This is a growing team, providing 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.

Responsibilities

Focus on new business development, with proactive client contacting to convert legacy clients to our ongoing service proposition.
Actively 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 for cross-selling and referring business 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 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.
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 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.
Deliver a positive client service experience to ensure appropriate client outcomes, client journey and client communication.
Ensure speed of response/turnaround time in accordance with service standards set out in procedures and clients kept appropriately appraised.
Execute processes in compliance with all regulations, as evidenced by file checks, observations, and client feedback.
Establish relationships with other business groups in the Titan group 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.
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, 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 put forward suggestions that improve TCF/RCR practices within the department.
Carry out any other duties as may reasonably be required.
Adhere to consumer duty.

Requirements

Experience using Microsoft Word, 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 excellent attention to detail.
Excellent time management skills with an ability to work to deadlines.
Ability to coach and provide feedback.
Good technical knowledge and understanding of relevant regulations.
Diploma in Regulated Financial Planning (or equivalent) is essential.

Skills

Financial Planning
Client Servicing
Tech Adoption
Microsoft Word
Microsoft Excel
Databases
Cash Flow Modelling
Written Communication
Verbal Communication
Technical Competence
Decision Making
Attention to Detail
Time Management
Coaching
Feedback
Technical Knowledge
Regulatory Knowledge

Location

London
UK Home-based

Work Type

Hybrid
Full-time
Permanent

Experience Level

Entry-level Financial Planning
Paraplanning background

Education Level

Diploma in Regulated Financial Planning

Salary/Compensations

Competitive salary

Benefits

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
Flexible benefits

About the Company

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.
Titan's strategy is to offer modular, incremental services to clients, allowing them to adjust their business models as and when they choose.
Titan is also an active acquirer of UK based asset managers and other wealth related businesses.
Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing.
Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth, focusing on providing best-in-class advice on wealth management, employee benefits, and retirement planning.
TWP's mission is to help businesses and their employees explore, set, and achieve their financial goals.
Employees are talented people, distinguished by excellence.
Company values include Creativity, Commitment, and Collaboration.

Equal Opportunity

The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation.
We believe that having 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.