Senior Financial Planner – Remote, £60M AUM Client Bank

Titan Wealth Holdings Limited; Truro; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Hybrid working

Pension scheme

25 days annual leave

Private medical insurance

Group life insurance

Income protection insurance

Discretionary bonus

Further education and training support

Volunteer days

Job summary

Titan Wealth Holdings Limited in the UK is seeking a Senior Financial Planner to join our Truro office, inheriting an existing client bank and delivering holistic financial advice across pensions, investments, protection and retirement planning. The role is remote with occasional attendance at the Truro office for collaboration and client meetings.

You will work with paraplanning and client services teams to manage relationships and grow the client bank while ensuring FCA compliance and industry

Qualifications

• Diploma in Financial Planning (or equivalent) required.
• CAS status / SPS holder.
• 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 and provide 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 outcomes, service standards and communication throughout the journey.
• Manage review cycles with proactive engagement and cross-selling opportunities.
• Collaborate with Titan teams to deliver integrated solutions.

Skills

Client relationships

Financial planning

Communication

Education

Diploma in Financial Planning (or equivalent)

CAS status / SPS holder

Job description

Titan Wealth Holdings Limited in the UK is seeking a Senior Financial Planner to join our Truro office, inheriting an existing client bank and delivering holistic financial advice across pensions, investments, protection and retirement planning. The role is remote with occasional attendance at the Truro office for collaboration and client meetings.

You will work with paraplanning and client services teams to manage relationships and grow the client bank while ensuring FCA compliance and industry