Senior Financial Planner — Remote with Client Bank Growth

Titan Wealth Holdings Limited; Truro; On-site; GBP 48,000 - 75,000; Full time

Benefits offered by this job

Hybrid working

25 days Annual Leave

Pension scheme

Private medical insurance

Group life insurance

Income protection insurance

Discretionary bonus

Employee assistance programme

Voluntary work days

Job summary

Titan Wealth Holdings Limited in Truro is seeking a Financial Planner to inherit and develop an existing client bank of about £40 million AUM. The role is remote, with occasional attendance at the Truro office for collaboration and client meetings.

You will focus on client relationships and delivering high-quality financial planning advice, supported by paraplanning and client services teams to enhance outcomes across pensions, investments, protection and retirement strategies, with a

Qualifications

• 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
• Experience managing or taking on an existing client bank
• Broad technical knowledge across all areas of financial planning
• Previous paraplanning experience

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
• 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

Skills

Client relationship management

Holistic financial advice

Communication skills

Financial planning

CAS status

Education

Diploma in Financial Planning (or equivalent)

Job description

Titan Wealth Holdings Limited in Truro is seeking a Financial Planner to inherit and develop an existing client bank of about £40 million AUM. The role is remote, with occasional attendance at the Truro office for collaboration and client meetings.

You will focus on client relationships and delivering high-quality financial planning advice, supported by paraplanning and client services teams to enhance outcomes across pensions, investments, protection and retirement strategies, with a