Remote Financial Planner: Lead Client Bank & Advice

Titanwh; Truro; Hybrid; GBP 70,000 - 110,000; Full time

Benefits offered by this job

Hybrid working

Private medical insurance

Group life insurance

Income protection insurance

Pension scheme

25 days annual leave + public holidays

Further education and training support

Job summary

Titan Wealth in Truro invites a Financial Planner to join our team. You will inherit an existing client bank and deliver holistic financial planning advice with support from paraplanning and client services teams.

Role offers flexible hybrid working, with occasional office visits and client meetings in Truro. You will manage pensions, investments, protection and retirement planning while growing the client base.

Qualifications

• Must hold Diploma in Financial Planning or equivalent.
• CAS status / current SPS holder.
• Proven experience managing client relationships as a Financial Planner.
• Strong ability to deliver holistic financial advice.

Responsibilities

• Take ownership of an established client bank, delivering ongoing holistic financial planning advice.
• Deliver high‑quality advice across pensions, investments, protection, tax planning and retirement strategies.
• Maintain long‑term client relationships and identify new advice opportunities.
• Ensure client files and reports meet compliance standards and regulatory requirements.
• Collaborate with Titan teams to deliver integrated solutions.

Skills

Client relationship management

Holistic financial planning

Communication skills

Regulatory compliance

Education

Diploma in Financial Planning

Job description

Titan Wealth in Truro invites a Financial Planner to join our team. You will inherit an existing client bank and deliver holistic financial planning advice with support from paraplanning and client services teams.

Role offers flexible hybrid working, with occasional office visits and client meetings in Truro. You will manage pensions, investments, protection and retirement planning while growing the client base.