Senior Financial Planner

Titan Wealth; Truro; Hybrid; GBP 65,000 - 85,000; Full time

Benefits offered by this job

Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)

25 days Annual Leave + public holidays

Private medical insurance

Discretionary performance related bonus

Flexible benefits

Job summary

Titan Wealth in Truro is seeking a Senior Financial Planner to manage an existing client bank of around £60 million AUM. This hybrid role combines office work with client meetings to ensure high-quality advice delivery and client relationship management. Successful candidates will have a Diploma in Financial Planning and strong experience in delivering holistic financial advice.

The position offers opportunities for career progression, competitive salary, and a range of benefits including a pension scheme and performance-related bonuses.

Qualifications

• Proven experience managing client relationships as a Financial Planner.
• Strong ability to deliver holistic financial advice.
• Excellent communication and relationship management skills.

Responsibilities

• Take ownership of an established client bank, providing ongoing holistic financial planning advice.
• Deliver high-quality advice across pensions, investments, protection, tax planning and retirement strategies.
• Maintain and strengthen long-term client relationships, identifying new advice opportunities.
• Ensure excellent client outcomes, service standards and communication throughout the client journey.

Skills

Relationship management

Holistic financial advice

Communication skills

Education

Diploma in Financial Planning (or equivalent)

CAS status / current SPS holder

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 a 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.

This is a flexible hybrid role, with time spent in the Truro office and meeting clients locally.

Responisbilities

• Take ownership of an established client bank, providing ongoing holistic financial planning advice
• Deliver high-quality advice across pensions, investments, protection, tax planning and retirement strategies
• Maintain and strengthen long‑term client relationships, identifying new advice opportunities
• Ensure excellent client outcomes, service standards and communication throughout the client journey
• Manage review cycles, ensuring clients receive proactive and timely engagement
• Generate additional revenue through client referrals and cross‑selling opportunities
• Collaborate with wider Titan teams (investment management, employee benefits, etc.) to deliver integrated solutions

Business Development

• Identify and act on opportunities within your existing client bank
• Support organic growth through referrals and professional introducers
• Build and maintain relationships with external professional connections (accountants, solicitors, etc.)
• Contribute to local growth plans aligned with regional and national strategy

Compliance & Governance

• Provide advice in line with FCA regulations and Titan policies
• Maintain Competent Adviser Status (CAS) and ‘Fit & Proper’ requirements
• Ensure all client files and suitability reports meet compliance standards
• Stay up to date with industry developments and technical knowledge
• Operate in line with TCF principles at all times

Essential

• 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
• Excellent communication and relationship management skills

Desirable

• Chartered Financial Planner status or working towards
• Experience managing or taking on an existing client bank
• Broad technical knowledge across all areas of financial planning
• Previous paraplanning experience

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

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.