Senior Financial Planner - Inherit £40M Client Bank (Remote)

Titan Wealth

Truro

Hybrid

GBP 55,000 - 75,000

Full time

11 days ago

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Benefits offered by this job

Existing client bank

Paraplanning support

Career progression

Job summary

Titan Wealth in the UK is seeking a Financial Planner to join our Truro office. You will inherit an established client bank and deliver holistic financial planning with support from paraplanning and client services.

The role offers flexibility, working remotely with occasional office visits. In this position you will manage client relationships, provide tailored advice across pensions, investments, tax planning and retirement strategies, and collaborate with Titan teams to deliver integrated

Qualifications

Diploma in Financial Planning or equivalent is required.
CAS status or current SPS holder is mandatory.
Proven experience managing client relationships as a Financial Planner.
Ability to deliver holistic financial advice to clients.
Excellent communication and relationship management skills are essential.

Responsibilities

Take ownership of an established client bank and provide 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 and identify new opportunities.
Ensure excellent client outcomes and proactive engagement throughout the client journey.
Coordinate with Titan teams to deliver integrated investment and employee benefits solutions.
Support business development through referrals and professional introducers.