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 robust 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
Solid 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.
J-18808-Ljbffr

📌 Remote Senior Financial Adviser Opportunity London
🏢 Titanwh
📍 London