Titan Wealth is seeking a Senior Financial Planner to join our Truro office, inheriting and developing an existing client bank. This role focuses on client relationships and delivering high-quality advice, with support from paraplanning and client services teams.
You will manage a client bank of around £60 million AUM across 110 households. The role is remote with occasional attendance at the Truro office for collaboration and client meetings, and it offers hybrid working and a clear path for
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Remote Senior Financial Planner – Inherit £60M Client Bank in Truro employer: Titanwh
Titan Wealth in Gateshead is an exceptional employer, offering a vibrant work culture that prioritises professional growth and development within the wealth management sector. Employees benefit from a supportive environment where they can enhance their skills while contributing to meaningful client relationships, making it an ideal place for those seeking a rewarding career in financial services.
