Remote Financial Planner – £40M Client Bank & Growth

Remote Worker LTD.; United States; Hybrid; USD 59,000 - 86,000; Full time

Job summary

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.

Qualifications

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

Responsibilities

• 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.

Job description

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.