Titan Wealth Group seeks a Senior Financial Planner to inherit and grow an existing client bank with circa £60 Million AUM across 110 households. The role is remote but attends the Truro office occasionally for client meetings and collaboration.
You will deliver holistic financial planning with paraplanning and client services support, focusing on relationships and high-quality advice. Ideal candidates have Diploma in Financial Planning or equivalent, CAS status, and proven client-management
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Senior Financial Planner - Remote, Own Client Bank (~£60M) employer: Titan Wealth Holdings Limited
Titan Wealth is an exceptional employer, offering a dynamic work environment that fosters creativity, collaboration, and commitment. With a strong focus on employee growth, the company provides extensive benefits including a competitive salary, attractive pension scheme, and support for further education, all while promoting a culture of inclusivity and flexibility. Located in the UK and South Africa, Titan Wealth empowers its employees to drive meaningful change and achieve their professional ambitions within a rapidly growing wealth management business.
Contact Details:
Titan Wealth Holdings Limited Recruitment Team
