Financial Planner (Desk Based)

The Titan Group is expanding its financial planning services through strategic acquisitions, offering a unique combination of start-up energy and private equity backing. The Financial Planner role will deliver excellent financial planning, advice, and service to clients via a desk-based service model, with a focus on new business development, existing client relationships, and revenue targets.

Requirements

• Experience using Microsoft Word and Excel and Databases
• Cash Flow Modelling (preferable but not essential)
• Excellent standard of written and verbal communication
• Technical competence across all areas of financial planning
• Good decision-making skills
• Analytical mind and excellent attention to detail
• Excellent time management skills with an ability to work to deadlines
• Ability to coach and provide feedback
• Good technical knowledge and understanding of relevant regulations

Benefits

• Competitive salary
• Private Medical Insurance post probation
• Attractive Employee Pension Scheme
• 25 days Annual Leave
• Office Christmas close
• Life Assurance
• Health cash plan
• Hybrid working
• Discretionary performance related bonus
• Employee Assistance Programme
• Lunch and snacks provided in the Bristol office