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 service 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 full‑time permanent hybrid role (35 hours per week): 3 days per week from office, 2 days UK home‑based.
Job Responsibilities
* Develop new business by proactively contacting legacy clients to convert them to our ongoing service proposition.
* Actively engage with and review existing clients to deliver a comprehensive financial planning solution across the full suite of financial planning services.
* Achieve revenue targets set by the business and regional manager.
* Drive cross‑selling and refer 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 deliver advice income from these.
* Undertake sales and marketing activity in line with local, regional and 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 and suitable development opportunities, including SPS maintenance.
* 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.
* Maintain technical knowledge and general industry knowledge at all times.
* Deliver a positive client service experience ensuring appropriate client outcomes, journey and communication.
* Respond to client queries within the service standards and keep clients 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 Titan to achieve reciprocal business.
* Develop and maintain good relationships with external professional connections to create additional business opportunities.
* Use objectives to focus on key business areas.
* Identify training needs to ensure a consistent level of service.
* Keep reading and product knowledge up‑to‑date to maintain and develop quality of reports and research.
* Perform ad hoc tasks as required, bearing in mind TCF and business needs.
* Highlight procedures & processes not adhering to TCF/RCR principles and suggest improvements to the department.
* Carry out any other duties as reasonably required.
* Adhere to consumer duty.
Role 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 with excellent attention to detail.
* Excellent time‑management skills and ability to meet deadlines.
* Ability to coach and provide feedback.
* Good technical knowledge and understanding of relevant regulations.
* Essential – Diploma in Regulated Financial Planning (or equivalent).
Core Values
Creativity – recognise the need for new ways of thinking, learning and doing to improve productivity and stay ahead of competitors.
Commitment – put time, effort and energy into driving change, going the extra mile.
Collaboration – teamwork with partners to generate innovative, efficient and effective solutions.
Benefits
* Competitive salary
* 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
* Various flexible benefits to choose from
Equality & Diversity Statement
The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone, regardless of race, age, gender, sexual orientation, religion, physical ability, disability or political affiliation. We believe that a diverse team creates the best outcomes for clients and staff, and we provide equal opportunities in all aspects of the workplace.
AI Tools Note
We may use artificial intelligence tools to support parts of the hiring process, such as reviewing applications and assessing responses. These tools assist our recruitment team but do not replace human judgment.
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