(Senior) Financial Accountant creating financial statements and reports for bulthaup, a premium kitchen manufacturer and international family business. Responsibilities include reporting, cash management, and process optimization.
About the role
- Financial Planner providing financial planning and advisory services at Titan Wealth. Focused on client relationship management and holistic financial solutions in a dynamic environment.
Responsibilities
- 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.
- Use standard template documentation approved by the company
- Ensure technical knowledge and general industry knowledge is always maintained.
- Delivery of a positive client service experience to ensure appropriate client outcomes, client journey and client communication.
- Speed of response/turnaround time in accordance with service standards set out in procedures and clients kept appropriately appraised.
- Processes are executed in compliance with all regulations, as evidenced by file checks, observations, and client feedback.
- To establish relationships with other business groups in the Titan group to achieve reciprocal business.
- Develop and maintain good working relationships with external professional connections (ensuring appropriate agreements in place) to develop additional business opportunities.
- Use objectives to focus on key business areas.
- Highlight personal training needs to ensure a consistent level of service is offered to the business.
- Ensure reading and product knowledge is always up to date to maintain and develop quality of reports and research.
- Perform ad hoc tasks as and when required, always bearing in mind TCF and the needs of the business.
- To highlight to your line manager procedures & processes that do not adhere to the principles of TCF/RCR and to put forward suggestions that improve the TCF/RCR practices within the department.
- To carry out any other duties as may reasonably be required.
- Adhere to consumer duty.
Requirements
- 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).
- Excellent standard of written and verbal communication.
- Technical competence across all areas of financial planning.
- Good decision-making skills.
- Analytical mind and excellent attention to detail.
- Excellent time management skills with an ability to work to deadlines.
- Ability to coach and provide feedback.
- Good technical knowledge and understanding of relevant regulations.
- Essential - Diploma in Regulated Financial Planning (or equivalent)
- Desirable - Advanced Diploma in Financial Planning/Chartered Financial Planner or willingness to progress to this
- SPS holder
- CAS holder
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!
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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