Company Overview
The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning and investment management through to platform, trading, settlement and custody services. Its strategy is to offer modular, incremental services so clients can adjust their business models as and when they choose. As part of this, Titan is 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. We provide best‑in‑class advice on wealth management, employee benefits, and retirement planning, helping businesses and their employees explore, set, and achieve 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, 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 hybrid, full‑time permanent role (35 hours a week) – 3 days a week from the office, 2 days from UK home‑based.
Job Responsibilities
* A focus on new business development, with proactive client contacting to convert legacy clients to our ongoing service proposition.
* A focus on actively engaging with and reviewing existing clients to deliver our ongoing service proposition.
* Providing holistic financial planning solutions to private clients across the full suite of financial planning solutions.
* Achieving revenue targets set by the business and regional manager.
* Proactively driving cross‑selling and referral business into other parts of the group.
* Maintaining and nurturing existing client relationships, identifying and fulfilling new advice needs where appropriate.
* Generating new client enquiries and producing advice income from these.
* Undertaking sales and marketing activity in line with local, regional, and national plans.
* Providing expert independent advice to designated clients in compliance with relevant regulations, Titan policies and values.
* Maintaining ‘Fit and Proper’ status through continuous professional development, suitable development opportunities and maintenance of SPS.
* Evidence and maintaining knowledge of company policies, processes, and guidance.
* Ensuring that client advice and reports comply with company processes and regulatory requirements.
* Using standard template documentation approved by the company.
* Ensuring technical knowledge and general industry knowledge is always maintained.
* Delivering a positive client service experience to ensure appropriate client outcomes, client journey, and client communication.
* Maintaining speed of response/turnaround time in accordance with service standards set out in procedures and keeping clients appropriately appraised.
* Ensuring processes are executed in compliance with all regulations, as evidenced by file checks, observations, and client feedback.
* Establishing relationships with other business groups in the Titan group to achieve reciprocal business.
* Developing and maintaining good working relationships with external professional connections (ensuring appropriate agreements in place) to develop additional business opportunities.
* Using objectives to focus on key business areas.
* Highlighting personal training needs to ensure a consistent level of service is offered to the business.
* Ensuring reading and product knowledge is always up to date to maintain and develop quality of reports and research.
* Performing ad‑hoc tasks as and when required, always bearing in mind TCF and the needs of the business.
* Highlighting to the line manager procedures and processes that do not adhere to the principles of TCF/RCR and proposing suggestions that improve TCF/RCR practices within the department.
* Carrying out any other duties as may reasonably be required.
* Adhering to consumer duty.
Role Requirements
* Experience using Microsoft Word, Excel and databases.
* Cash flow modelling (preferable but not essential).
* Excellent written and verbal communication skills.
* 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.
* Essential – Diploma in Regulated Financial Planning (or equivalent).
* Desirable – Advanced Diploma in Financial Planning or Chartered Financial Planner, or willingness to progress to this.
Company Values
* Creativity – We recognise we need new ways of thinking, learning and doing to improve our own productivity and efficiency and help us stay ahead of competitors.
* Commitment – We are a team willing to put time, effort and energy into driving change in the organisation, going the extra mile.
* Collaboration – We need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.
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.
* And lots of flexible benefits to choose from.
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.
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