Posted 2 months ago

Senior Financial Planner

Truro, CornwallHybrid

AI Summary

Senior Financial Planner inheriting and developing an existing £60m AUM client bank; delivering holistic financial advice across pensions, investments, protection, tax and retirement, while managing client relationships and driving business development in a hybrid role.

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.

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

Skills

CASDiploma In Financial PlanningFCA RegulationsInvestmentsPensionsProtectionRetirement StrategiesSPSTax PlanningTCF