Titan Wealth seeks a Senior Financial Planner to enhance client relationships from the Truro office, specializing in holistic financial advice. This remote position emphasizes quality service with ongoing support. As a Senior Financial Planner, you will manage an established client bank of approximately £60 million AUM.

Your focus will be on delivering high-quality financial advice, maintaining long-term client relationships, and identifying recent opportunities for service. Collaborate with paraplanning and client services teams to provide exceptional outcomes for clients. Key Responsibilities:

- Manage an established client bank with holistic advice
- Deliver high-quality investment and tax planning counsel
- Strengthen client relationships and identify new opportunities




- Ensure proactive engagement during review cycles
- Collaborate with Titan teams for integrated solutions Requirements:
- Diploma in Financial Planning or equivalent
- Proven experience with client relationship management
- Strong holistic financial advice delivery skills
- Excellent communication and relationship management abilities
- CAS status and compliance with FCA regulations Your expertise in client engagement and financial planning will be key as you help Titan Wealth's clients achieve their financial aspirations.

📌 Senior Financial Planner Remote Role (Ottawa)
🏢 Titanwh
📍 Ottawa