Titan Wealth is searching for a Senior Financial Planner to operate remotely with opportunities for collaboration at the Truro office, focusing on existing clients and superior financial advice. You will inherit a substantial client bank that demands your expertise. As a Senior Financial Planner, you will manage a client bank of approximately £60 million AUM.

Your role involves providing comprehensive financial planning services, maintaining strong client relationships, and leveraging opportunities for current advice. Join a supportive team to enhance client services and ensure compliance with industry standards. Key Responsibilities:

- Offer tailored financial planning to an established client base
- Deliver advice in pensions, investments, and tax strategies




- Enhance long-term client relationships and satisfaction
- Conduct timely reviews and proactive engagements
- Collaborate across Titan to provide comprehensive solutions Requirements:
- Diploma in Financial Planning or relevant qualification
- Proven client management experience in financial planning
- Strong holistic advice delivery skills
- Excellent communication and relationship management
- Maintain CAS status as per FCA regulations Bring your financial planning expertise to drive success for Titan Wealth's diverse clients.

📌 Remote Senior Financial Adviser Opportunity (Toronto)
🏢 Titanwh
📍 Toronto