Senior Financial Planner – Remote, £60M AUM Client Bank in Truro

Senior Financial Planner – Remote, £60M AUM Client Bank in Truro

Truro Full-Time No working from home possible
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Titan Wealth Holdings Limited in the UK is seeking a Senior Financial Planner to join our Truro office, inheriting an existing client bank and delivering holistic financial advice across pensions, investments, protection and retirement planning. The role is remote with occasional attendance at the Truro office for collaboration and client meetings.

You will work with paraplanning and client services teams to manage relationships and grow the client bank while ensuring FCA compliance and industry

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Senior Financial Planner – Remote, £60M AUM Client Bank in Truro 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.

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Contact Details:

Titan Wealth Holdings Limited Recruitment Team