Financial Service Planner in Cornwall, Truro

Job Description Job Title: Senior Financial Planner Financial Planning Location: Remote - clients in Cornwall/Devon, HO in Truro Recruit UK is supporting a highly successful and growing wealth management business with the appointment of an experienced Senior Financial Planner to join their team on a remote basis. Our client has developed a strong reputation for delivering high-quality wealth management services, helping clients achieve their financial goals through trusted relationships and personalised financial planning. This is an excellent opportunity for an experienced Financial Planner to take ownership of an established client bank, focusing on delivering exceptional advice and building long-term client relationships. The role will involve inheriting and developing an existing client bank of approximately £60 million AUM, providing a strong platform for continued growth. This is a remote opportunity, with time spent in the Cornwall/ Devon area, with a Truro office available for client meetings across the local area. Manage and develop an established client bank, delivering holistic advice. Build strong, long-term client relationships and deliver an excellent experience. Identify opportunities to grow existing client relationships. Ensure all advice meets FCA regulatory requirements and internal standards. Competitive salary of up to £77,000 ~ Attractive pension scheme (7.5% employer and min 3% employee) ~25 days annual leave plus bank holidays + xmas + buy/sell ~ PMI, Income protection, Group life insurance ~ Bonus scheme ~ Proven experience as a Financial Planner managing and developing client relationships If you are an experienced Financial Planner looking for the opportunity to inherit a quality client bank and join a progressive wealth management business, we would love to hear from you.