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.
Purpose of the role:
To deliver excellent financial planning, advice, and service to clients via a desk-based service model.
The candidate:
To be considered for this exciting role you must hold a Diploma in Financial Planning, be qualified to offer advice, have exceptional product and technical knowledge, as well as a track record of providing excellent client care. The role is remote based with national travel, full-time.
Snapshot of the role:
- 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.
Requirements:
- Essential - Diploma in Financial Planning (or equivalent)
- Desirable - Advanced Diploma in Financial Planning/Chartered Financial Planner or willingness to progress to this
- CAS holder and SPS holder
- 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).
Some of yummy 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!
Interview process: Three stages. 1st stage interview via MS Teams, 2nd stage competency-based interview and presentation face to face Bristol office.
Please do not delay in submitting your CV - this is a critical role, and we will initiate interviews swiftly upon application (if shortlisted).