Senior Financial Planner

Openkrill; United States; Hybrid; USD 86,000 - 126,000; Full time

Benefits offered by this job

Pension scheme

Annual leave

Private medical insurance

Group life insurance

Income protection

Hybrid working

Education support

Bonus potential

Employee assistance programme

Volunteer days

Job summary

Titan Wealth seeks a Senior Financial Planner to join the Truro office, inheriting an established client bank and delivering high‑quality, advice-led financial planning with paraplanning and client services support.

You will manage a client bank of circa £60M AUM across 110 households; the role is remote, with occasional visits to the Truro office for collaboration and client meetings.

Qualifications

• Diploma in Financial Planning (or equivalent) and CAS status.
• Proven experience managing client relationships as a Financial Planner.
• Strong ability to deliver holistic financial advice.
• Excellent communication and relationship management skills.
• Desirable: Chartered Financial Planner status or working towards.

Responsibilities

• Take ownership of an established client bank and provide ongoing holistic financial planning advice.
• Deliver high‑quality advice across pensions, investments, protection, tax and retirement strategies.
• Maintain long‑term client relationships and identify new opportunities.
• Ensure client outcomes, service standards and proactive engagement.
• Collaborate with Titan teams to deliver integrated solutions.
• Identify growth opportunities within the existing client bank.
• Build relationships with external professional connections.
• Adhere to FCA regulations and Titan policies.

Job description

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 Senior 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 £60 Mil AUM across 110 households.

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

Responsibilities

Client Management & Advice Delivery

• 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

Business Development

• Identify and act on opportunities within your existing client bank
• Support organic growth through referrals and professional introducers
• Build and maintain relationships with external professional connections (accountants, solicitors, etc.)
• Contribute to local growth plans aligned with regional and national strategy

Compliance & Governance

• Provide advice in line with FCA regulations and Titan policies
• Maintain Competent Adviser Status (CAS) and ‘Fit & Proper’ requirements
• Ensure all client files and suitability reports meet compliance standards
• Stay up to date with industry developments and technical knowledge
• Operate in line with TCF principles at all times

About you

Essential

• 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

Desirable

• Chartered Financial Planner status or working towards
• Experience managing or taking on an existing client bank
• Broad technical knowledge across all areas of financial planning
• Previous paraplanning experience

What We Offer

• Immediate access to an existing client bank
• Full paraplanning and administrative support
• Clear pathway for continued career progression
• Opportunity to work within a growing, acquisitive business
• Exposure to a broad client base and more complex planning scenarios

Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:

Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.

Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.

Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.

Terms

• Competitive salary
• Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
• 25 days Annual Leave + public holidays
• Buy and sell holidays up to 5 days
• Office Christmas close (3-days)
• A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.
• Hybrid working
• Further education and training support
• Discretionary performance related bonus
• Confidential Employee Assistance Programme
• 2 days per year for voluntary work
• And lots of flexible benefits to choose from!

The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.