Titan Wealth Holdings Limited in Truro is seeking a Financial Planner to inherit and develop an existing client bank of about £40 million AUM. The role is remote, with occasional attendance at the Truro office for collaboration and client meetings.
You will focus on client relationships and delivering high-quality financial planning advice, supported by paraplanning and client services teams to enhance outcomes across pensions, investments, protection and retirement strategies, with a
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Senior Financial Planner — Remote with Client Bank Growth 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.
Contact Details:
Titan Wealth Holdings Limited Recruitment Team
