Financial Planner

December 20, 2024

Apply Now

Receive Emails with Similar Jobs

Titan Wealth Holdings

WebsiteLinkedInAll Job Openings

Titan Wealth Holdings is a UK-based company specializing in discretionary fund management, wealth management, and asset management services. The company provides high-quality execution and administration for investment managers and independent financial advisors (IFAs). As an active acquirer of asset management firms, Titan Wealth aims to enhance the wealth and asset management sector through strategic acquisitions and organic growth. The company's mission is to offer innovative, integrated solutions that streamline and improve the efficiency of the wealth management cycle.

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!