Titan Wealth Holdings Limited
Norwich, Norfolk
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. Are you an experienced leader in financial planning, ready to take the next step in your career? We are seeking a Regional Manager to lead our team of Private Client Financial Planners across the South of England. You'll play a pivotal role in delivering outstanding financial advice and service to our valued clients, while driving business growth and supporting the professional development of your team. The role will be looking after the Norwich patch, and will be expected to attend the Norwich office circa 2 days a week/as required You'll be managing a team of roughly 20 Advisors - relevant experience is a must, as well as strong team management experience, managing through complex change due to integrations. As Regional Manager, you will: 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. Critical Skills: Awareness of operational, regulatory and conduct risk, which may impact on the business. Responsible for reporting to their line manager any risk which may impact on the business. Ability to deliver coaching and training to individuals and groups Ability to set objectives and manage the performance of staff Ability to work on own direction, delegate and run projects. Critical Knowledge and Experience: Attain a satisfactory level of technical and professional skills/knowledge in job-related areas, keep abreast of current developments and trends in areas of expertise. Financial planning experience Line management experience Coaching and leadership experience Qualifications: Essential - Diploma in Financial Planning (or equivalent) Desirable - Advanced Diploma in Financial Planning/Chartered Financial Planner or willingness to progress to this SPS holder 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.
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. Are you an experienced leader in financial planning, ready to take the next step in your career? We are seeking a Regional Manager to lead our team of Private Client Financial Planners across the South of England. You'll play a pivotal role in delivering outstanding financial advice and service to our valued clients, while driving business growth and supporting the professional development of your team. The role will be looking after the Norwich patch, and will be expected to attend the Norwich office circa 2 days a week/as required You'll be managing a team of roughly 20 Advisors - relevant experience is a must, as well as strong team management experience, managing through complex change due to integrations. As Regional Manager, you will: 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. Critical Skills: Awareness of operational, regulatory and conduct risk, which may impact on the business. Responsible for reporting to their line manager any risk which may impact on the business. Ability to deliver coaching and training to individuals and groups Ability to set objectives and manage the performance of staff Ability to work on own direction, delegate and run projects. Critical Knowledge and Experience: Attain a satisfactory level of technical and professional skills/knowledge in job-related areas, keep abreast of current developments and trends in areas of expertise. Financial planning experience Line management experience Coaching and leadership experience Qualifications: Essential - Diploma in Financial Planning (or equivalent) Desirable - Advanced Diploma in Financial Planning/Chartered Financial Planner or willingness to progress to this SPS holder 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.
Titan Wealth Holdings Limited
Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions. We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term. The role The Procurement Specialist will be instrumental in establishing Titan Wealth's procurement function from the ground up, shaping supplier strategy, frameworks, and governance. This role combines strategic sourcing, supplier management, and compliance oversight to drive value across the Group. With significant opportunities for cost optimisation and supplier consolidation, the successful candidate will need to be a strong communicator who can engage stakeholders, lead change, and embed new processes effectively. This is a hands-on role requiring commercial acumen, negotiation skills, and the ability to operate independently in a fast-paced, entrepreneurial environment. Department Build-Out - This role is pivotal in establishing the procurement function from scratch within Titan Wealth. The successful candidate will be responsible for supporting the design and implementation of procurement frameworks, policies, and processes, laying the foundation for a scalable and effective procurement operation. This includes setting up supplier management structures, governance models, and reporting mechanisms to support the Group's strategic goals. This role will report to the Group Head of Procurement and Vendor Management. Responsibility Design and implement procurement processes and governance from the ground up Establish procurement frameworks, tools, and reporting dashboards to support a newly formed function Act as the procurement lead in building a best-in-class function within a fast-paced, entrepreneurial environment Support the development and execution of the Group's procurement strategy in line with business objectives Manage end-to-end procurement processes, including supplier selection, RFPs, contract negotiation, and onboarding Establish and lead procurement processes from the ground up, including documentation, supplier evaluation, and governance. Manage supplier relationships to ensure performance, compliance, and value delivery across indirect spend categories. Drive cost optimisation, risk mitigation, and operational efficiency through strategic sourcing and process improvement. Develop and maintain dashboards and reporting tools to track savings, supplier performance, and procurement activity. Collaborate with internal stakeholders to align procurement strategies with business needs and budget objectives. Ensure procurement activities comply with regulatory standards and internal policies. Lead contract negotiations, supplier onboarding, and performance reviews using KPIs and analytics. Maintain accurate procurement data, including contracts, spend analysis, and third-party risk documentation. Operate independently to build procurement frameworks and influence senior stakeholders for successful outcomes. Requirements Technology & Operational Insight - Experience working within a Finance/Technology function, understanding IT delivery, supplier management, risk, and governance Stakeholder Management & Communication - Strong ability to engage and influence senior technology leaders, suppliers, and finance teams, ensuring alignment and effective decision-making You must have experience in Procurement and especially in a fast paced working environment Degree or equivalent in Business, Supply Chain, Procurement, or related field (CIPS qualification desirable) Minimum 3-5 years' experience in procurement, ideally within financial services or a regulated environment Experience with procurement systems (e.g. Coupa, SAP Ariba) and spend analytics tools Key Competencies Strategic thinking and commercial awareness Strong analytical and problem-solving skills Excellent communication and stakeholder engagement Ability to manage multiple priorities in a fast-paced environment High attention to detail and organisational skills 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. Terms - Competitive salary - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave + public holidays - Buy and sell holidays up to 5 days - Office Christmas close (3-days) - A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance. - Hybrid working - Further education and training support - Discretionary performance related bonus - Confidential Employee Assistance Programme - 2 days per year for voluntary work - 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.
Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions. We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term. The role The Procurement Specialist will be instrumental in establishing Titan Wealth's procurement function from the ground up, shaping supplier strategy, frameworks, and governance. This role combines strategic sourcing, supplier management, and compliance oversight to drive value across the Group. With significant opportunities for cost optimisation and supplier consolidation, the successful candidate will need to be a strong communicator who can engage stakeholders, lead change, and embed new processes effectively. This is a hands-on role requiring commercial acumen, negotiation skills, and the ability to operate independently in a fast-paced, entrepreneurial environment. Department Build-Out - This role is pivotal in establishing the procurement function from scratch within Titan Wealth. The successful candidate will be responsible for supporting the design and implementation of procurement frameworks, policies, and processes, laying the foundation for a scalable and effective procurement operation. This includes setting up supplier management structures, governance models, and reporting mechanisms to support the Group's strategic goals. This role will report to the Group Head of Procurement and Vendor Management. Responsibility Design and implement procurement processes and governance from the ground up Establish procurement frameworks, tools, and reporting dashboards to support a newly formed function Act as the procurement lead in building a best-in-class function within a fast-paced, entrepreneurial environment Support the development and execution of the Group's procurement strategy in line with business objectives Manage end-to-end procurement processes, including supplier selection, RFPs, contract negotiation, and onboarding Establish and lead procurement processes from the ground up, including documentation, supplier evaluation, and governance. Manage supplier relationships to ensure performance, compliance, and value delivery across indirect spend categories. Drive cost optimisation, risk mitigation, and operational efficiency through strategic sourcing and process improvement. Develop and maintain dashboards and reporting tools to track savings, supplier performance, and procurement activity. Collaborate with internal stakeholders to align procurement strategies with business needs and budget objectives. Ensure procurement activities comply with regulatory standards and internal policies. Lead contract negotiations, supplier onboarding, and performance reviews using KPIs and analytics. Maintain accurate procurement data, including contracts, spend analysis, and third-party risk documentation. Operate independently to build procurement frameworks and influence senior stakeholders for successful outcomes. Requirements Technology & Operational Insight - Experience working within a Finance/Technology function, understanding IT delivery, supplier management, risk, and governance Stakeholder Management & Communication - Strong ability to engage and influence senior technology leaders, suppliers, and finance teams, ensuring alignment and effective decision-making You must have experience in Procurement and especially in a fast paced working environment Degree or equivalent in Business, Supply Chain, Procurement, or related field (CIPS qualification desirable) Minimum 3-5 years' experience in procurement, ideally within financial services or a regulated environment Experience with procurement systems (e.g. Coupa, SAP Ariba) and spend analytics tools Key Competencies Strategic thinking and commercial awareness Strong analytical and problem-solving skills Excellent communication and stakeholder engagement Ability to manage multiple priorities in a fast-paced environment High attention to detail and organisational skills 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. Terms - Competitive salary - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave + public holidays - Buy and sell holidays up to 5 days - Office Christmas close (3-days) - A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance. - Hybrid working - Further education and training support - Discretionary performance related bonus - Confidential Employee Assistance Programme - 2 days per year for voluntary work - 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.
