Description
Titan Wealth is hiring a Senior Financial Planner to join its Truro office and inherit and develop an existing client bank of approximately £60 million in assets under management across 110 households. The role focuses on holistic financial planning, client relationship management, advice delivery across pensions, investments, protection, tax, and retirement, compliance, and business development, with remote work and occasional collaboration in Truro. Candidates need a Diploma in Financial Planning or equivalent, CAS status or current SPS holder status, and proven experience managing client relationships; the role offers paraplanning support, pension benefits, private medical insurance, and other benefits.
