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 paraplanning and client services support. The position is remote with occasional collaboration at the Truro office and local client meetings as required.
