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Titan Wealth Holdings Limited

Posted 16 days ago

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Senior Financial Planner

DevonRemote

AI Summary

Senior Financial Planner at Titan Wealth Holdings, based in Devon, managing an existing client bank of circa £60M AUM across 110 households, delivering holistic financial advice and developing the client portfolio.

About this role

Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions.

We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term.

We are now looking for a Senior Financial Planner to join our Truro office, inheriting and developing an existing client bank. This role 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.

This role will see you inheriting a client bank of circa £60 Mil AUM across 110 households.

The role is remote, but with the expectation to attend the Truro office from time to time for collaboration. and meeting clients locally as required

Responisbilities

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 ‘Fit & Proper’ 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

    • About you

    Essential

  • Diploma in Financial Planning (or equivalent)
  • CAS status / current SPS holder
  • Proven experience managing client relationships as a Financial Planner
  • Strong ability to deliver holistic financial advice
  • Excellent communication and relationship management skills

    • Desirable

  • Chartered Financial Planner status or working towards
  • Experience managing or taking on an existing client bank
  • Broad technical knowledge across all areas of financial planning
  • Previous paraplanning experience

    • Skills

    CASChartered Financial PlannerClient Relationship ManagementCross-sellingDiploma In Financial PlanningFCA RegulationsFinancial PlanningInvestmentsParaplanningPensionsProtectionReferralsRetirement StrategiesSPSSuitability ReportsTax PlanningTCF Principles

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