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Financial Planning Specialist

2 months ago

Bristol, Bristol, United Kingdom Titan Wealth Holdings Limited Full time

About Titan Wealth Holdings Limited

Titan Wealth Holdings Limited is a leading financial services company based in the UK. Our mission is to provide expert advice on wealth management, employee benefits, and retirement planning to businesses and their employees.

The Role

We are seeking a highly skilled Risk Management Analyst to join our team. As a Risk Management Analyst, you will be responsible for advising business clients on insurance, employee benefits, and other products, providing guidance on selecting, purchasing, and administering benefits.

Key Responsibilities

  • Work closely with our team of experts to understand the business needs and promote our products and services.
  • Achieve set business targets through effective campaign management.
  • Develop strong business relationships with clients, providers, and stakeholders, using a robust contact and engagement strategy.
  • Undertake projects, organize events, and communicate with stakeholders as required to support business objectives.
  • Perform ad hoc tasks as needed, ensuring compliance with regulatory requirements and business needs.

Requirements

  • Proven knowledge and expertise in Health, Wellbeing & Group Risk.
  • Experience working in a relevant FCA-regulated business.
  • Maths and English GCSE, grade 5 or above, or equivalent.
  • Strong analytical and numerical skills, with the ability to analyze and interpret data.
  • Highly competent in Microsoft Excel and Word.
  • Excellent problem-solving skills and ability to maintain high standards of performance.

Benefits

  • Private Medical Insurance
  • Employee Pension Scheme
  • 24 days Annual Leave
  • Dental Insurance
  • Life Assurance
  • Health cash plan
  • Flexible benefits package

Our Commitment to Diversity and Inclusion

Titan Wealth Holdings Limited is committed to creating an inclusive and equitable environment for all employees, regardless of their background, age, gender, sexual orientation, religion, physical ability, or disability. We strive to provide equal opportunities in all aspects of the workplace, including recruitment, career advancement, pay, benefits, training, and development opportunities.