Titan Wealth Holdings

Discretionary fund management with custody

Financial Planner

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours

Full-timeEdinburgh, UK

About the Job

Requirements

Experience using Microsoft Word, Excel, and databases.
Cash flow modelling is preferable but not essential.
A strong standard of written and verbal communication is required.
Technical competence across all areas of financial planning is required.
Good decision-making skills are required.
An analytical mindset and strong attention to detail are required.
Strong time management skills and the ability to meet deadlines are required.
The ability to coach and provide feedback is required.
Good technical knowledge and understanding of relevant regulations are required.
A Diploma in Regulated Financial Planning or equivalent is essential.
An Advanced Diploma in Financial Planning or Chartered Financial Planner status, or willingness to progress toward this, is desirable.

Responsibilities

Develop new business by proactively contacting clients and converting legacy clients to the ongoing service proposition.
Actively engage with and review existing clients to deliver the 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.
Drive cross-selling and referrals to other parts of the group.
Maintain and nurture existing client relationships, identifying and meeting new advice needs where appropriate.
Generate new client enquiries and advice income.
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 company policies and values.
Maintain Fit and Proper status through continuing professional development, suitable development opportunities, and maintenance of SPS.
Maintain knowledge of company policies, processes, and guidance.
Ensure client advice and reports comply with company processes and regulatory requirements.
Use standard template documentation approved by the company.
Maintain technical and general industry knowledge.
Deliver a positive client service experience, supporting appropriate client outcomes, client journeys, and client communication.
Respond and complete work within service standards, keeping clients appropriately informed of progress.
Execute processes in compliance with regulations, as evidenced by file checks, observations, and client feedback.
Build relationships with other Titan group business teams to achieve reciprocal business.
Develop and maintain working relationships with external professional connections, with appropriate agreements in place, to develop additional business opportunities.
Use objectives to focus on key business areas.
Identify personal training needs to maintain a consistent level of service to the business.
Keep reading and product knowledge up to date to maintain and improve the quality of reports and research.
Perform ad hoc tasks as reasonably required, taking account of TCF and business needs.
Notify the line manager of procedures or processes that do not adhere to TCF/RCR principles and suggest improvements to TCF/RCR practices in the department.
Carry out other duties as reasonably required.
Adhere to Consumer Duty.

Desired Qualifications

Cash flow modelling is preferable but not essential.
An Advanced Diploma in Financial Planning or Chartered Financial Planner status, or willingness to progress toward this, is desirable.

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.

The 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 be 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 growing team, and will provide 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.

This is a hybrid role, full-time permanent role (35hours a week) - 3 days a week working from the office, 2 can be UK home-based.

Job Responsibilities

A focus on New business development. With proactive client contacting to covert legacy clients to our ongoing service proposition.
A focus on actively engaging with and reviewing existing clients to deliver
our ongoing service proposition.
To provide holistic financial planning solution to private client across the full suite of financial planning solutions.
Achieving revenue targets set by the business and regional manager.
Proactively drive for cross selling and referring business into other parts of the group.
Maintain & nurture existing client relationships, identifying and fulfilling new advice needs where appropriate.
Generate new client enquiries and generates 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.
Maintenance of ‘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.
Delivery of a positive client service experience to ensure appropriate client outcomes, client journey and client communication.
Speed of response/turnaround time in accordance with service standards set out in procedures and clients kept appropriately appraised.
Processes are executed in compliance with all regulations, as evidenced by file checks, observations, and client feedback.
To establish relationships with other business groups in the Titan group to achieve reciprocal business.
Develop and maintain good working relationships with external professional connections (ensuring appropriate agreements in place) 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, always bearing in mind TCF and the needs of the business.
To highlight to your line manager procedures & processes that do not adhere to the principles of TCF/RCR and to put forward suggestions that improve the TCF/RCR practices within the department.
To carry out any other duties as may reasonably be required.
Adhere to consumer duty.

Role Requirements

Experience using Microsoft Word and 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.
Essential - Diploma in Regulated Financial Planning (or equivalent)
Desirable - Advanced Diploma in Financial Planning/Chartered Financial Planner or willingness to progress to this

Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:

Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.

Commitment – we are team with the willingness 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.

Some of our 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.

About the Company

Titan Wealth Holdings

Discretionary fund management with custody

Titan Wealth Holdings provides discretionary fund management and asset/wealth management services for mid-sized investors through a network of intermediaries. It offers execution, custody, clearing, and wealth-management support to small and medium broker-dealers, proprietary traders, intermediaries, family offices and wealth managers. As a multi-asset manager, it delivers independent financial solutions to financial advisors, family offices, retail clients and institutions via its intermediary network. The goal is to reach £20-30 billion in assets under management within 3-5 years, focusing on scalable, transparent administration and high-quality execution.

Company size: 501-1,000
Company stage: Not listed
Total funding: Not listed
Headquarters: London, United Kingdom
Founded: 2020

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