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.
This is a flexible hybrid role, with time spent in the Truro office and meeting clients locally.
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
