Manage the training and competence of Financial Planners, ensuring compliance, coaching, assessing competencies, and supporting ongoing development while promoting client-centric culture.
The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses.
Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It’s an inspiring time to join the team!
Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. 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.
To be considered for the role, you must hold a level 4 Diploma in financial planning or similar, and have relevant experience in developing financial planners.
The role will be focused on the South of England - we are therefore prioritising candidates in the South of England
The purpose of the role is to develop Trainee Financial Planners to reach competent adviser status (CAS), competency assessment of Financial Planners that join Titan Wealth Planning via acquisitions and the monitoring of ongoing competency of CAS Planners under your supervision. Ensuring compliance with relevant legislation and procedures. Assisting the operation of effective systems and controls to mitigate business risks and to ensure compliance with the regulatory system. Helping to maintain a collegiate relationship with both advisers and support staff to foster a positive approach to competence across the company.
The ideal candidate will have AF7 or G60 OR be willing to work towards AF7
Responsibilities:
- To act as first-line Supervisor to Financial Planners of varying experience, based in varying locations.
- Ensure that Financial Planners within your span of control are supervised in accordance with the Group T&C Scheme.
- Deliver new entrant training and other training interventions as required.
- Work closely with the Training & Development Team to fulfil the objectives of each Trainee through to CAS and beyond.
- Undertake Role Plays, Live Observations, and Competency Assessments as required, and provide feedback to Planners.
- Assessment of KPIs to identify development areas, agree CPD and deliver appropriate coaching and training to support and help develop Planners.
- Assist Group Compliance with ensuring that training material is kept up to date and with the development of new material as required.
- Ensure own ongoing competency.
- Promote and display the client-centric culture of the business.
- Proactively share best practice. Experience, skills and key requirements.
- Experienced working in a Training & Competence role within the Financial Services sector, supervising Financial Planners in all areas (Pensions, Investments, and Protection) with a deep understanding of Financial Planning and a client-centric approach.
Critical Skills and Experience:
- Experience in providing effective Coaching.
- A good understanding and knowledge of relevant FCA rules.
- A good understanding of complaints procedures.
- A good understanding of other relevant legislation, including that related to financial crime and GDPR.
- A good understanding of updating policies and procedures.
- A good understanding of Training & Competency.
- Working knowledge of and be competent with Microsoft Applications.
Essential Qualifications:
- Qualified to at least QCF Level 4 or equivalent qualification (H15, JO7 or AF6 are desirable).
Additional Information:
- Regular travel to offices: to meet face to face with advisors, and for team meetings, as required.
- Full-Time – 9am to 5pm with 1-hour lunch (35hours)
Titan Key Behaviours:
- Commercial Awareness
- Innovation
- Collaboration
- Team contribution
- Professionalism
Join Titan Wealth Holdings
At Titan Wealth, we pride ourselves on being Creative, Collaborative, and Committed. These values are at the heart of everything we do – shaping how we serve our clients and how we work together as colleagues.
We are a fast-growing organisation, continuing to expand through mergers and acquisitions. This means we are navigating complex change, integrating diverse cultures, building frameworks and processes, and strengthening our infrastructure – all while maintaining our focus on delivering best-in-class customer care.
We understand this environment isn’t for everyone. But for those who embrace challenge, have an entrepreneurial mindset, and are excited to contribute to the growth of a top 10 wealth management business, Titan Wealth offers an exceptional opportunity to shape your career.
If you want to make a meaningful impact, develop without limits, and be part of our journey to become best in market, we’d love to hear from you.
Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:
Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.
Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.
Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.
Some of our 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!
The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.
Top Skills
Microsoft Applications
Titan Wealth Holdings London, England Office
101 Wigmore Street, London, United Kingdom, W1U 1QU
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