Financial Planner

Remote Worker LTD.; United States; Ibrido; USD 59.000 - 86.000; Tempo pieno

Descrizione del lavoro

Titan Wealth is seeking a 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 £40 Mil AUM and requires occasional travel to meet clients, with the office-based collaboration element in the mix.

Competenze

• Experienced financial adviser with client-facing experience.
• Willingness to travel occasionally to attend Truro office and meet clients.

Mansioni

• Inherit and manage an existing client bank.
• Deliver high-quality financial planning advice to clients.
• Collaborate with paraplanning and client services teams to service clients.

Descrizione del lavoro

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 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 £40 Mil AUM

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