Financial Planner

5 days ago

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Titan Wealth Holdings

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

💳 Fintech

Description

• 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 offer modular, incremental services to clients. • Titan is an active acquirer of UK-based asset managers and other wealth-related businesses. • Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and security of private equity backing. • Titan Wealth Partners (TWP) focuses on providing best-in-class advice on wealth management, employee benefits, and retirement planning. • We are looking for a Financial Planner to build a client base and deliver excellent financial planning, advice, and service.

Requirements

• Technical competence across all areas of financial planning. • Analytical mind and excellent attention to detail. • Ability to coach and provide feedback. • 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). • Essential - Diploma in Financial Planning (or equivalent) • Desirable - Advanced Diploma in Financial Planning/Chartered Financial Planner or willingness to progress to this. • SPS & CAS holder.

Benefits

• Private Medical Insurance • Employee Pension Scheme • 24 days Annual Leave • Dental Insurance • Life Assurance • Health cash plan • And lots of flexible benefits to choose from!