Senior Financial Planner - Established Client Bank (Remote) in Truro

Senior Financial Planner - Established Client Bank (Remote) in Truro

Truro Full-Time 56700 - 69300 Β£ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Inherit and grow an established client bank while delivering top-notch financial planning advice.
  • Company: Titan Wealth, a growing wealth management group based in Truro.
  • Benefits: Remote work flexibility, career progression, and support from dedicated teams.
  • Other info: Collaborative environment with opportunities for professional growth.
  • Why this job: Join a dynamic team and make a real difference in clients' financial futures.
  • Qualifications: Experience in financial planning and strong communication skills.

The predicted salary is between 56700 - 69300 Β£ per year.

Titan Wealth in Truro is seeking a Senior Financial Planner to inherit and grow an established client bank and deliver high-quality financial planning advice with support from paraplanning and client services teams.

The role is remote with occasional attendance at the Truro office for collaboration and client meetings, offering a clear path for career progression within a growing wealth management group.

Senior Financial Planner - Established Client Bank (Remote) in Truro employer: Financial Planning Today

Financial Planning Today is an exceptional employer, offering a dynamic work environment in the heart of London at Chancery Lane. With a strong emphasis on professional development, employees benefit from ongoing training and mentorship opportunities, fostering growth within the wealth and investment sectors. The collaborative culture encourages initiative and innovation, making it a rewarding place for those looking to make a meaningful impact in financial planning.

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Contact Details:

Financial Planning Today Recruitment Team

We think you need these skills to ace Senior Financial Planner - Established Client Bank (Remote) in Truro

Financial Planning
Client Relationship Management
Wealth Management
Communication Skills
Analytical Skills
Problem-Solving Skills
Team Collaboration