Titan Wealth is seeking a Senior Financial Planner to join our Truro office or work remotely with occasional visits to the Truro office. You will manage a £60M AUM client bank across ~110 households, delivering holistic financial planning with paraplanning and client services support.
You will focus on client relationships, high-quality advice delivery, and business development while staying compliant with FCA regulations and Titan policies. Hybrid working is offered.
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Senior Financial Planner – Remote with £60M Client Bank in Truro employer: Titan Wealth
Titan Wealth is an exceptional employer, offering a dynamic work environment that encourages individual initiative and collaboration. With a strong commitment to employee growth through ongoing training and a range of attractive benefits, including a competitive salary and hybrid working options, our Norwich office is an exciting place to be as we transform and align more closely with our wider business goals. Join us to be part of a diverse team dedicated to delivering outstanding wealth management services while embracing creativity and change.