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Titanwh

Director of Corporate Advisory (Financial Planning)

Titanwh England 5 days ago
finance
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.

The Director of Corporate plays a pivotal role in shaping and leading our corporate advisory services, overseeing the Risk & Reward, Pensions, and Employee Engagement teams. This strategic leadership role drives the development and delivery of market-leading corporate financial planning solutions, ensuring a cohesive and commercially focused client experience that supports retention, growth, and revenue targets.

The postholder is responsible for developing innovative, compliant, and high-performing solutions that address the complex needs of our corporate clients while ensuring we remain at the forefront of the financial planning and employee benefits market.

Responsibilities:

  • Strategic Leadership & Vision
  • Develop and execute the corporate strategy in alignment with Titan’s growth ambitions, working closely with executive leadership.
  • Act as the strategic lead across all corporate service lines: pensions, employee engagement, and risk/reward.
  • Monitor trends in legislation, financial markets, and corporate needs to ensure offerings are competitive, relevant, and future-focused.
  • Serve as a member of the senior leadership team, contributing to wider organisational strategy, culture, and governance.

  • Client Growth & Revenue Generation
  • Drive business development efforts to acquire and retain mid-to-large corporate clients.
  • Identify opportunities for cross-selling and upselling across the business to maximise client lifetime value.
  • Execute targeted growth strategies in mid-large corporates, leveraging Titan’s vertically integrated model (financial planning → investment → custody).
  • Develop pricing and service models that drive sustainable profit growth while meeting client needs.
  • Lead high-level client relationships, providing thought leadership, commercial insights, and strategic guidance.
  • Oversee pricing, proposition value cases, and develop commercial models to drive profitability

  • Team Leadership & Operational Oversight
  • Lead and inspire cross-functional teams (Risk & Reward, Pensions, and Employee Engagement), ensuring clarity of purpose, accountability, and performance.
  • Set clear KPIs and targets aligned to service excellence, regulatory compliance, and commercial outcomes.
  • Create a culture of innovation, collaboration, and continuous improvement across the corporate function.
  • Oversee operational processes and service delivery standards to ensure efficiency, compliance, and client satisfaction.

  • Risk Management & Governance
  • Ensure that all corporate services operate in full compliance with FCA regulations, pensions legislation, employment law, and internal risk policies.
  • Lead governance frameworks to monitor and manage risk exposure across all corporate client relationships.
  • Champion a strong risk-aware culture across teams, supporting robust decision-making.

  • Product & Proposition Development
  • Oversee the design and enhancement of corporate financial solutions, including group pensions, flexible benefits, total reward, and employee engagement platforms.
  • Collaborate with marketing and proposition teams to enhance brand visibility, thought leadership, and sales enablement for corporate offerings.
  • Ensure products are commercially viable, client-centric, and adaptable to market shifts.

    • Experience required:

  • Essential:
  • Proven senior leadership experience within corporate financial planning, employee benefits, or wealth management.
  • Deep knowledge of pensions (DB, DC, group schemes), reward strategies, and employee engagement models.
  • Track record of delivering revenue growth through strategic client engagement and solution design.
  • Strong understanding of FCA compliance, risk frameworks, and financial product regulation.
  • Commercial acumen and ability to build high-value relationships with C-suite clients.

  • Desirable:
  • Experience scaling operations or leading a function through transformation/growth.
  • Experience within a private equity-backed or fast-scaling business.

    • Skills, Competencies & Qualifications (Essential & Desirable):

  • Key Skills and Competencies
  • Strategic thinking with commercial and financial insight
  • Inspirational leadership and people management
  • Exceptional client relationship and stakeholder management skills
  • Deep technical understanding of corporate pension and benefits structures
  • Strong communication and presentation skills
  • Analytical with a solution-oriented mindset
  • Change and transformation leadership

  • Essential: Chartered Financial Planner or equivalent qualification.
    • 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.

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