Senior Financial Planner: Inherited Client Bank (Hybrid)

Remote; San Francisco (CA); Remote; USD 94,000 - 120,000; Full time

Benefits offered by this job

Competitive salary

25 days Annual Leave + public holidays

Hybrid working

Private medical insurance

Group life insurance

Income protection insurance

Employer pension scheme (7.5% employer

Discretionary performance relatedbonus

2 volunteering days per year

Flexible benefits package

Job summary

Titan Wealth is seeking a Senior Financial Planner for a remote role with occasional Truro office attendance to collaborate and meet clients locally as required. You will inherit an existing client bank valued around £60 million across 110 households and provide holistic financial planning advice with support from paraplanning and client services teams.

Essential qualifications include a Diploma in Financial Planning and CAS status, with a proven track record in managing client relationships and

Qualifications

• 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.

Responsibilities

• 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.

Skills

Client relationship management

Financial planning expertise

Communication skills

Regulatory compliance

Education

Diploma in Financial Planning

CAS status / SPS holder

Job description

Titan Wealth is seeking a Senior Financial Planner for a remote role with occasional Truro office attendance to collaborate and meet clients locally as required. You will inherit an existing client bank valued around £60 million across 110 households and provide holistic financial planning advice with support from paraplanning and client services teams.

Essential qualifications include a Diploma in Financial Planning and CAS status, with a proven track record in managing client relationships and