Financial Planner

Role Overview

• Develop & grow an established client base through excellent financial planning, advice, and service.
• This role is a hybrid role based out of our office in Meriden, Birmingham but with occasional local travel to clients.

Requirements

• Achieve revenue and new business targets set by line management.
• Work to achieve or exceed annual new business revenue targets.
• Undertake sales and marketing activity aligned with local, regional and national plans.
• Proactively generate new business opportunities.
• Demonstrate strong analytical skills and attention to detail.
• Ability to coach and provide feedback where appropriate.
• Perform ad hoc tasks as required to support the business.
• Provide holistic financial planning solutions to private clients with assets of £250k+.
• Deliver expert independent advice across the full suite of financial planning solutions.
• Maintain and nurture existing client relationships, identifying and fulfilling new advice needs where appropriate.
• Deliver a positive client service experience, ensuring appropriate client outcomes, journey and communication.
• Ensure speed of response and turnaround times align with service standards, keeping clients appropriately updated.
• Generate new client enquiries and advice income.
• Proactively drive cross-selling and refer business into other parts of the group.
• Establish relationships across Titan business groups to achieve reciprocal business.
• Provide advice in compliance with relevant regulations and Titan policies and values.
• Maintain ‘Fit and Proper’ status through continuous professional development and maintenance of SPS.
• Evidence and maintain knowledge of company policies, processes and guidance.
• Ensure advice, suitability reports and files are compliant with company processes and regulatory requirements.
• Ensure processes are executed in compliance with regulations, evidenced by file checks, observations and client feedback.
• Maintain up-to-date technical and industry knowledge.
• Perform duties with TCF and regulatory expectations in mind at all times

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!