Financial Planner - Remote

Overview

The Titan Group provides a broad range of services across the whole wealth value chain, focusing on financial planning, investment management, and more. Titan Wealth Planning aims to deliver best-in-class advice on wealth management and retirement planning.

In Short

• Join Titan Wealth Planning as a Financial Planner.
• Work with clients who have repatriated to the UK.
• Grow the client base through referrals and new business development.
• Provide holistic financial planning solutions.
• Achieve revenue and new business targets.
• Maintain and nurture existing client relationships.
• Ensure compliance with regulations and company policies.
• Use standard documentation for client advice.
• Engage in continuous professional development.
• Collaborate with other business groups for reciprocal business opportunities.

Requirements

• Technical competence in financial planning.
• Analytical mind and attention to detail.
• Experience as a Financial Planner.
• Proficiency in Microsoft Word, Excel, and databases.
• Diploma in Financial Planning (or equivalent) required.
• Advanced Diploma in Financial Planning or willingness to progress.
• SPS & CAS holder.
• Experience in a Paraplanning role is preferable.
• Cash Flow Modelling experience is desirable.
• Ability to coach and provide feedback.

Benefits

• Opportunity to work in a rapidly expanding company.
• Supportive team environment.
• Access to professional development opportunities.
• Competitive salary and benefits package.
• Inspiring work culture backed by private equity.