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 recent 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.