Financial Planner

August 18

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Titan Wealth Holdings

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Integrated solutions for investment managers and IFAs

201 - 500

Description

• To deliver excellent financial planning, advice, and service to clients via a desk based service model. • 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.

Requirements

• Experience as a Financial Planner • Experience in a Paraplanning role (preferable but not essential) • 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 • SPS holder • CAS holder