Senior Financial Analyst at Lamb Weston driving financial analysis and reporting for supply chain management. Partnering with Procurement and ESG teams to enhance financial strategies and sustainability initiatives.
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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