Financial Planner (Desk Based)

The Titan Group is expanding rapidly and is seeking a Financial Planner to deliver excellent financial planning, advice, and service to clients via a desk-based service model. The role involves new business development, reviewing existing clients, and providing holistic financial planning solutions.

Requirements

• A focus on New business development
• A focus on actively engaging with and reviewing existing clients
• To provide holistic financial planning solutions to private clients
• Achieving revenue targets set by the business and regional manager
• Maintaining and nurturing existing client relationships
• Generating new client enquiries and generating advice income from these
• Undertaking sales and marketing activity in line with local/regional/national plans
• Providing expert independent advice to designated clients
• Maintenance of ‘Fit and Proper’ status
• 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
• Delivery of a positive client service experience
• Speed of response/turnaround time in accordance with service standards
• Establish relationships with other business groups in the Titan group
• Develop and maintain good working relationships with external professional connections
• 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
• Perform ad hoc tasks as and when required

Benefits

• Competitive salary
• Private Medical Insurance post probation
• Attractive Employee Pension Scheme
• 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