Financial Planner - Bionic

Titan Wealth Holdings Limited (previously known as Aspira Corporate Solutions Ltd) is a top financial planning company located in Bristol, UK. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals.

The business was recently acquired by Titan Wealth Holdings, so an exciting time for the business and new talent in terms of growth and opportunities! To learn more please read on: News – Titan Wealth Holdings (titanwh.com) - under "News" tab.

The role

To deliver excellent financial planning, advice, and service to clients via a desk based service model.

Job Responsibilities

• A focus on New business development. With proactive client contacting to
• covert legacy clients to our ongoing service proposition.
• A focus on actively engaging with and reviewing existing clients to deliver
• our ongoing service proposition.
• To provide holistic financial planning solution to private client across the full
• suite of financial planning solutions.
• Achieving revenue targets set by the business and regional manager.
• Proactively drive for cross selling and referring business into other parts of
• the group.
• Maintain & nurture existing client relationships, identifying and fulfilling new
• advice needs where appropriate.
• Generate new client enquiries and generates advice income from these.
• Undertake sales and marketing activity in line with local/regional/ national
• plans.
• Provide expert independent advice to designated clients in compliance with
• relevant regulations and Titan policies and values.
• Maintenance of ‘Fit and Proper’ status through continuous professional
• development, suitable development opportunities and maintenance of SPS.
• 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
• Ensure technical knowledge and general industry knowledge is always
• maintained.
• Delivery of a positive client service experience to ensure appropriate client
• outcomes, client journey and client communication.
• Speed of response/turnaround time in accordance with service standards set
• out in procedures and clients kept appropriately appraised.
• Processes are executed in compliance with all regulations, as evidenced by
• file checks, observations, and client feedback.
• To establish relationships with other business groups in the Titan group to
• achieve reciprocal business.
• Develop and maintain good working relationships with external professional
• connections (ensuring appropriate agreements in place) to develop additional
• business opportunities.
• Use objectives to focus on key business areas.
• 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 to maintain and
• develop quality of reports and research.
• Perform ad hoc tasks as and when required, always bearing in mind TCF and
• the needs of the business.
• To highlight to your line manager procedures & processes that do not adhere to the principles of TCF/RCR and to put forward suggestions that improve the TCF/RCR practices within the department.
• To carry out any other duties as may reasonably be required.
• Adhere to consumer duty.

Role Requirements

• 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).
• 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.
• Essential - Diploma in Regulated Financial Planning (or equivalent)
• Desirable - Advanced Diploma in Financial Planning/Chartered Financial Planner or willingness to progress to this
• SPS holder
• CAS holder

Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:

Professionalism - how we treat our clients and colleagues.

Trust - embrace innovation and adapt to change.

Innovation - dare to create and don't fear failure.

Some of our 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!

The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.