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:
Manage the Financial Planning team to ensure delivery of excellent financial planning and client care, as well as high performance. Supporting with ad-doc projects as and when required.
The candidate:
To be considered for this exciting role you must be a seasoned team manager, with a track record of driving high performance within a financial planning team, a leader who is passionate about coaching individuals to deliver excellent client care and results. You must be able to demonstrate substantial product and technical knowledge, in addition, hold a Diploma in Financial Planning. This is a remote role, with national travel including working from other office as and when required, and full-time.
Snapshot of the role:
- Achieving team revenue and business targets set by the Managing Director & Head of Distribution.
- Lead business development campaigns from concept to design through to delivery, with assistance and support from Business Development Team
- Ensure the team pro-actively work with the wider group and identify opportunities to cross refer clients
- Work with Head of Proposition to ensure deployment and understanding of our core proposition within their team.
- Lead a team of Financial Planners ensuring their continued compliance with KPIs and wider performance measures and manage their performance in line with our internal procedures.
- Ensure the team focus on delivering an excellent service to all clients, regularly seeking feedback to determine areas that can improve
- Building effective internal relationships to ensure the smooth flow of client work through the advice process
- Maintain effectiveness in varying environments and with different tasks, responsibilities, and people including supporting other Group department with key projects, sometimes leading their progress and deployment.
- Analyse data from various sources and identify the root cause of an outcome i.e., complaints, compliance, KPIs, performance data etc.
- Express ideas effectively in individual and group situations (including non-verbal communication); adjusting language or terminology to the characteristics and needs of the audience.
- Maintain and promote social, ethical and organizational norms in conducting internal and external business activities.
- Establish a course of action for self and/or others to accomplish a specific goal; planning proper assignments of personnel and appropriate allocation of resources.
- Awareness of operational, regulatory and conduct risk, which may impact on the business. Responsible for reporting to their line manager any risk which may impact on the business.
- Complete T&C supervisor responsibilities for team
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
- SPS holder
Some of yummy benefits:
- Private Medical Insurance
- Employee Pension Scheme
- 24 days Annual Leave (can purchase more)
- 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, 3rd stage MS Teams call with the Managing Director
Please do not delay in submitting your CV - this is a critical role. We will initiate interviews swiftly upon application (if shortlisted).