Join Titan Wealth as a Senior Financial Planner in a flexible remote capacity, focusing on client management and high-quality financial advice delivery from the Truro office. This role empowers you to inherit an existing client bank. In this position, you will oversee a client bank of around £60 million AUM, providing ongoing holistic financial planning advice.

Your expertise will be crucial in maintaining outstanding service standards while identifying new opportunities for growth. Support from paraplanning teams ensures you can focus on delivering exemplary client outcomes. Key Responsibilities:

- Oversee client bank, delivering comprehensive financial planning
- Provide expert advice on pensions, investments, and taxation




- Maintain robust long-term client relationships
- Manage proactive review cycles for timely engagement
- Work collaboratively with Titan’s teams for client solutions Requirements:
- Diploma in Financial Planning or equivalent
- Demonstrated experience in managing financial planning clients
- Ability to deliver holistic finance advice effectively
- Strong communication and relationship-building skills
- Maintain CAS status and adhere to compliance standards Utilize your financial planning abilities to enhance client outcomes with Titan Wealth.

📌 Client-Centric Financial Planner at Titan Wealth (Ottawa)
🏢 Titanwh
📍 Ottawa