Senior Financial Planner (Fully Remote)

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

• Inherit a £60M client bank across 110 households.
• Remote with occasional Truro office attendance.

Key Responsibilities:

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

About You:

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

What We Offer:

• Competitive salary, 25 days annual leave, private medical insurance.
• Full paraplanning support and career progression.

Titan Wealth is a fast-growing wealth management business providing advice-led services in the UK and internationally. It offers a dynamic, collaborative environment where individual and team initiative is encouraged to deliver long-term client outcomes.