Titan Wealth Holdings Limited
Senior Financial Planner
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Senior Financial Planner
Senior Financial Planner – Truro, Hybrid Role
About the Role
Titan Wealth is a fast-growing, globally minded wealth management business, delivering a fairer, more efficient model focused on adviser-led wealth management. Our environment encourages initiative, collaboration and innovation—empowering teams to deliver exceptional long-term outcomes for clients.
We are expanding our Truro office and are seeking a Senior Financial Planner to inherit and develop an established client bank of circa £60m AUM across 110 households. This is a flexible hybrid role, balancing office-based client work, advisory sessions, and cross-team collaboration.
Key Responsibilities
Client Management & Advice Delivery
- Take full ownership of an established client portfolio, delivering holistic financial planning advice aligned with their goals
- Provide high-quality specialised advice across all key areas:
- Pensions
- Investments
- Protection planning
- Tax efficiency strategies
- Retirement planning
- Foster and strengthen client relationships, identifying opportunities for additional advice services
- Maintain proactive communication, ensuring efficient and personalised client service throughout reviews
- Generate additional revenue via referrals, cross-selling, and client referrals
- Integrate seamlessly with Titan’s expertise (investment management, employee benefits, etc.) to deliver cohesive financial solutions
Business Development
- Maximise potential within the existing client base by seeking new advisory opportunities
- Build and nurture external professional relationships (accountants, solicitors, lending advisors)
- Contribute to local growth initiatives, supporting Titan’s regional and national strategy
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Compliance & Governance
- Ensure all advice complies with FCA regulations and Titan’s policies
- Maintain Competent Adviser Status (CAS) and uphold "Fit & Proper" requirements
- Overseer accurate and compliant suitability reports and client documentation
- Continuously update technical knowledge to stay ahead of industry developments
- Align all work with Treating Customers Fairly (TCF) principles
About You
Essential Requirements
✅ Diploma in Financial Planning (or equivalent qualification) ✅ Current CAS status / licence as an Approved Person (tier 1 & 2) under the Senior Management Arrangements ✅ Proven experience as a Financial Planner, with managed or grown a client base ✅ Strong ability to deliver holistic financial planning solutions ✅ Excellent client relationship skills and interpersonal communication
Desirable
🔹 Chartered Financial Planner (or working towards this status) 🔹 Experience inheriting or expanding an existing client bank 🔹 In depth knowledge of protection, investments, wastage planning and corporate solutions 🔹 Background in paraplanning support, offering invaluable insight into client management efficiency
Benefits & Support
✔ Immediate access to a live client bank with strong potential for growth ✔ Dedicated paraplanning and client services team to support operational tasks ✔ Clear career progression pathway within Titan ✔ Exposure to diverse client challenges, ensuring varied case studies and skill development
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Our office culture thrives on three core company values:
🔹 Creativity – innovation to stay ahead of regulation & client needs 🔹 Commitment – readiness to go the "extra mile" to drive change 🔹 Collaboration – teamwork to deliver the best outcomes
Terms & Perks
- Competitive salary
- Strong pension scheme (7.5% employer contribution + minimum 3% employee contribution)
- 25 days’ Annual Leave + public holidays
- Flexible holiday buy/sell (up to 5 days)
- Office Christmas closure (3 days)
- Core benefits:
- Private medical insurance
- Group life insurance
- Income protection
- Hybrid working model
- Support for further education & training
- Bonus scheme for performance
- Employee assistance programme
- 2 days annual paid voluntary work leave
- Allround support including a generous basket of additional perks
Our Commitment to Diversity
We believe in creating an inclusive workplace, valuing differences in race, age, gender, ability, background, and orientation. We are fully committed to equal opportunities from recruitment to career progression, ensuring every employee has room to thrive.
Apply to join a business that is forward-focused, supported, and founded on putting clients first—while offering rewarding growth for our teams.
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