The Titan Group provides a broad range of services across the wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to offer modular, incremental services to clients allowing them to adjust business models as they choose. As part of Titan, we are 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!
About Titan Wealth Planning (TWP)
TWP is a subsidiary of Titan Wealth focused on 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.
This role is a fantastic opportunity for Diploma-qualified individuals currently working in Paraplanning, Client Management, Mortgage Advice, or Financial Services Administration who are looking to take the next step into a Financial Planner position.
Career Development
* Structured progression from trainee/advisory support into full Financial Planner roles
* Exposure to real client relationships from the outset
* Ongoing training, mentoring and support from experienced advisers
Responsibilities
* Deliver financial planning advice to an existing portfolio of clients (typically up to £250k in investable assets)
* Conduct client reviews and ongoing servicing conversations
* Support the conversion of existing clients onto ongoing service propositions
* Build relationships and identify additional client needs across wealth planning areas
* Generate advice income and contribute to revenue targets
* Collaborate with internal teams across the wider Titan group to identify opportunities
* Ensure all advice is compliant with FCA regulations and internal processes
* Maintain accurate and high‑quality client documentation and reporting
* Continue developing technical knowledge and industry expertise
Who We’re Looking For
* Hold the Diploma in Regulated Financial Planning (Level 4 or equivalent) – essential
* Have experience within financial services (e.g. paraplanning, client support, account management, mortgage advice)
* Are looking to transition into a client‑facing financial planning role
* Have strong communication and relationship‑building skills
* Are motivated by long‑term career progression within financial planning
* Have a proactive mindset and strong attention to detail
* Are comfortable working in a target‑driven, client‑focused environment
Desirable
* Cashflow modelling experience
* Ambition to progress towards Chartered status
Values and Culture
* Creativity – new ways of thinking, learning and doing to improve productivity and stay ahead of competitors
* Commitment – putting time, effort and energy into driving change and going the extra mile
* Collaboration – teamwork within the organisation and with partners to generate innovative, efficient and effective solutions
Benefits
* Competitive salary
* Private medical insurance after 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 in the Bristol office
* And lots of flexible benefits to choose from
Inclusion, diversity, and equal opportunity
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 creates the best outcomes for our clients and members. We provide equal opportunities in all aspects of the workplace, including recruitment, career advancement, pay and benefits, training and development.
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