Regional Manager, Financial Planning

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Titan Wealth Holdings

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Finance • Fintech

Titan Wealth Holdings is a UK-based company specializing in discretionary fund management, wealth management, and asset management services. The company provides high-quality execution and administration for investment managers and independent financial advisors (IFAs). As an active acquirer of asset management firms, Titan Wealth aims to enhance the wealth and asset management sector through strategic acquisitions and organic growth. The company's mission is to offer innovative, integrated solutions that streamline and improve the efficiency of the wealth management cycle.

201 - 500 employees

💸 Finance

💳 Fintech

📋 Description

• Achieve team revenue and new business targets. • Ensure the team focus on delivering an excellent service to all clients. • Ensure the team deploy and understand our core proposition. • Coach, develop and motivate the team to ensure they perform at a high level, strive for excellence and deliver individual and business goals. • Address any training and development needs, ensuring direct reports have a personal development plan. • Work alongside the T&C Manager to ensure continued compliance with KPIs and wider performance measures. • Lead business development campaigns, with support from the Business Development Team. • Ensure the team proactively work with the wider group and identify opportunities to cross refer clients. • Maintain effective internal relationships to ensure the smooth flow of client work through the advice process. • Proactively develop customer relationships by making efforts to listen and understand the customer (both internal and external). • Support the delivery of key projects, sometimes leading their deployment. • Set clear personal objectives that are SMART and challenging, review objectives and feedback regularly in one to ones and performance reviews. • Express ideas effectively in individual and group situations, 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. • Work effectively across the business, taking actions that respect the needs and contributions of others, contribute to and accept the consensus. • Perform ad hoc tasks as and when required, always bearing in mind TCF and the needs of the business. • Create an environment where colleagues feel safe and are encouraged to challenge existing practices to provide improvements and efficiencies.

🎯 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 • Financial planning experience • Line management experience • Coaching and leadership experience

🏖️ Benefits

• Competitive salary • Private Medical Insurance post probation • Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) • 25 days Annual Leave (plus buy and sell up to 5 days) • Office Christmas close (3-days) • Life Assurance • Health cash plan • Hybrid working • Discretionary performance related bonus • Employee Assistance Programme • Lunch and snacks provided in the Bristol office. • And lots of flexible benefits to choose from!