Remote Financial Planner - Manage £40M AUM & Grow Wealth

Titan Wealth; Devon; Hybrid; ZAR 1,425,000 - 1,863,000; Full time

Benefits offered by this job

Pension scheme

25 days leave

Hybrid working

Private medical insurance

Group life insurance

Training support

Bonus

Job summary

Titan Wealth is seeking a Financial Planner to join our Truro office, inheriting and developing an existing client bank. The role emphasizes client relationships and high-quality advice delivery, with paraplanning and client services support.

The position offers immediate access to an existing client bank, full paraplanning support, and a clear growth pathway within a growing business. Hybrid working with occasional in-person collaboration is expected.

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 Titan teams to deliver integrated solutions.
• Identify and act on opportunities within the client bank for growth.
• Build and maintain relationships with external professional connections.

Skills

Client management

Financial planning

Relationship management

Communication skills

Paraplanning experience

Education

Diploma in Financial Planning

CAS status

Job description

Titan Wealth is seeking a Financial Planner to join our Truro office, inheriting and developing an existing client bank. The role emphasizes client relationships and high-quality advice delivery, with paraplanning and client services support.

The position offers immediate access to an existing client bank, full paraplanning support, and a clear growth pathway within a growing business. Hybrid working with occasional in-person collaboration is expected.