Senior Financial Planner
Job Description
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Titan Wealth, a fast-growing wealth management business operating in the UK and internationally, is seeking a Senior Financial Planner to join their Truro office. This role involves inheriting and developing an existing client bank of approximately Ā£60 million AUM across 110 households. The position offers a strong platform for an experienced adviser to focus on client relationships and high-quality advice delivery, with support from paraplanning and client services teams.
The role is remote with occasional office attendance for collaboration and client meetings.
Responsibilities
Client Management & Advice Delivery
- Take ownership of an established client bank, providing ongoing holistic financial planning advice
- Deliver high-quality advice across pensions, investments, protection, tax planning, and retirement strategies
- Maintain and strengthen long-term client relationships, identifying new advice opportunities
- Ensure excellent client outcomes, service standards, and communication throughout the client journey
- Manage review cycles, ensuring clients receive proactive and timely engagement
- Generate additional revenue through client referrals and cross-selling opportunities
- Collaborate with wider Titan teams (investment management, employee benefits, etc.) to deliver integrated solutions
Business Development
- Identify and act on opportunities within your existing client bank
- Support organic growth through referrals and professional introducers
- Build and maintain relationships with external professional connections (accountants, solicitors, etc.)
- Contribute to local growth plans aligned with regional and national strategy
Compliance & Governance
- Provide advice in line with FCA regulations and Titan policies
- Maintain Competent Adviser Status (CAS) and āFit & Properā requirements
- Ensure all client files and suitability reports meet compliance standards
- Stay up to date with industry developments and technical knowledge
- Operate in line with TCF principles at all times
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Titan Wealth Holdings
View Company ProfileTitan Wealth Holdings (operating at titanwh.com) is a wealth management platform engineered for efficiency and effectiveness. Founded in 2020 and headquartered in London, Titan Wealth Holdings develops a whole new approach to providing wealth management solutions by acquiring and integrating the full range of wealth services. Under the hood, the platform specializes in equity investing, researching and investing directly into shares of companies worldwide. This allows professional and elective professional investors, including institutions and asset managers, to make informed investment decisions. Backed by $431.3B in total funding.
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