Financial Planner Expert
3 days ago
About the Role
We are seeking a skilled Financial Planner Expert to join our team at Titan Wealth Holdings Limited. As a key member of our wealth management team, you will be responsible for providing exceptional financial planning services to our clients.
Job Description
- Deliver high-quality financial planning solutions to private clients with assets over £160k.
- Undertake sales and marketing activities aligned with local, regional, and national plans.
- Provide expert independent advice to designated clients in compliance with relevant regulations and company policies.
- Maintain 'Fit and Proper' status through continuous professional development and suitable opportunities.
- Evidence and maintain knowledge of company policies, processes, and guidance.
- Ensure client advice and reports are compliant with company processes and regulatory requirements.
- Highlight personal training needs to ensure a consistent level of service is offered to the business.
- Stay up-to-date with reading and product knowledge to maintain and develop quality of reports and research.
Requirements
- Technical competence across all areas of financial planning.
- Experience as a Financial Planner.
- Proficiency in using Microsoft Word, Excel, and Databases.
- Essential - Diploma in Financial Planning (or equivalent).
- Desirable - Advanced Diploma in Financial Planning/Chartered Financial Planner or willingness to progress to this.
What We Offer
- An estimated annual salary of £60,000-£80,000 depending on experience.
- A comprehensive benefits package including Private Medical Insurance, Employee Pension Scheme, 24 days Annual Leave, Dental Insurance, Life Assurance, and Health cash plan.
- The opportunity to work with a leading wealth management company and contribute to its growth and success.
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