Financial Planner
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Job Description
Join Titan Wealth as an experienced Financial Adviser providing holistic financial planning solutions remotely. Focus on business development and managing existing client relationships in Yorkshire.
Responsibilities:
- Focus on new business development.
- Achieving revenue targets set by line management.
- Achieve new business targets set by line management.
- Work to achieve or exceed annual new business revenue target.
- Generate new client enquiries and generate advice income from these.
- Proactively drive cross-selling and refer business into other parts of the group.
- Undertake sales and marketing activity in line with local, regional and national plans.
- Establish relationships with other business groups within Titan to achieve reciprocal business.
- Maintain and nurture existing client relationships, identifying and fulfilling new advice needs where appropriate.
- Provide holistic financial planning solutions to private clients with assets exceeding £250k, across the full suite of financial planning services.
- Provide expert independent advice to designated clients in compliance with relevant regulations and Titan policies and values.
Requirements:
- Technical competence across all areas of financial planning.
- Strong analytical mindset with excellent attention to detail.
- Ensure technical knowledge and general industry knowledge is maintained at all times.
- Cash flow modelling experience (preferable but not essential).
- Experience as a Financial Planner (essential).
- Experience in a Paraplanning role (preferable but not essential).
- Experience using Microsoft Word, Excel and relevant databases.
- Ability to coach and provide feedback.
- Essential: Diploma in Financial Planning (or equivalent).
- Desirable: Advanced Diploma in Financial Planning/Chartered Financial Planner, or willingness to progress towards this.
- SPS & CAS holder.
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
- Lunch and snacks provided in the Bristol office.
- And lots of flexible benefits to choose from!
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