Remote Senior Financial Planner - Holistic Wealth Growth

Titan Wealth; United States; Hybrid; USD 67,000 - 108,000; Full time

Benefits offered by this job

Paraplanning support

Career progression

Private medical insurance

25 days annual leave

Job summary

Titan Wealth is a fast-growing wealth management business offering advice-led services in the UK and internationally. Remote with occasional Truro office attendance, the role focuses on holistic financial planning for a growing client bank across pensions, investments, protection, tax and retirement.

We seek a proven Financial Planner with a Diploma in Financial Planning and CAS status to deliver strategic planning and expand client opportunities within a dynamic team environment.

Qualifications

• Diploma in Financial Planning and CAS status required.
• Proven experience as a Financial Planner.

Responsibilities

• Deliver holistic financial planning across pensions, investments, protection, tax and retirement.
• Grow client relationships and identify new opportunities.

Skills

Financial planning

Client relationships

Education

Diploma in Financial Planning

CAS status

Job description

Titan Wealth is a fast-growing wealth management business offering advice-led services in the UK and internationally. Remote with occasional Truro office attendance, the role focuses on holistic financial planning for a growing client bank across pensions, investments, protection, tax and retirement.

We seek a proven Financial Planner with a Diploma in Financial Planning and CAS status to deliver strategic planning and expand client opportunities within a dynamic team environment.