Senior Financial Planner

titanwh; Truro; Hybrid; GBP 70,000 - 100,000; Full time

Benefits offered by this job

Hybrid working

Private medical insurance

Pension scheme

Training and development

Job summary

Titan Wealth is seeking a Senior Financial Planner to join our Truro office, inheriting and developing an existing client bank. This role focuses on client relationships and delivering high-quality advice, with support from paraplanning and client services teams.

You will manage a client bank of around £60 million AUM across 110 households. The role is remote with occasional attendance at the Truro office for collaboration and client meetings, and it offers hybrid working and a clear path for

Qualifications

• Inheriting and developing an existing client bank.
• Focus on client relationships and high-quality advice delivery.
• Support from paraplanning and client services teams.

Responsibilities

• Inherit a client bank of circa £60M AUM across 110 households.
• Deliver high-quality financial planning advice and bespoke strategies.
• Collaborate with paraplanning and client services to service clients efficiently.
• Attend the Truro office occasionally for collaboration and local client meetings while working remotely.

Job description

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.

We are now looking for a Senior Financial Planner to join our Truro office, inheriting and developing an existing client bank. This role offers a strong platform for an experienced adviser to focus on client relationships and high-quality advice delivery, with support from paraplanning and client services teams.

This role will see you inheriting a client bank of circa £60 Mil AUM across 110 households.

The role is remote, but with the expectation to attend the Truro office from time to time for collaboration. and meeting clients locally as required

What We Offer

• Immediate access to an existing client bank
• Full paraplanning and administrative support
• Clear pathway for continued career progression
• Opportunity to work within a growing, acquisitive business
• Exposure to a broad client base and more complex planning scenarios

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.