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**Titan **Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a more fairer, 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, where both individual and team initiative and contribution is encouraged, to deliver better outcomes for our clients over the long term.
📍 Location: Truro Office ⏰ Role Type: Flexible Hybrid
We are seeking a Senior Financial Planner to join our Truro office, with the exciting opportunity to inherit and develop an existing client bank. This role will allow you to:
- Focus on client relationships and high-quality advice delivery
- Receive full-backed support from paraplanning and client services teams
This is an established £60m+ AUM client portfolio spanning 110 households.
📌 Responsibilities
🏦 Client Management & Advice Delivery
- Inherit and manage an established client bank, delivering holistic financial planning advice
- Provide high-quality advice across:
- Pensions
- Investments
- Protection
- Tax planning
- Retirement strategies
- Strengthen long-term client relationships
- Ensure excellent service standards and communication throughout the client journey
- Embed proactive and timely engagement cycles
- Generate additional revenue via cross-selling and referrals
- Collaborate with Titan teams (investment management, tax, etc.) to deliver integrated solutions
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📈 Business Development
- Explore growth opportunities within the existing client bank
- Support organic growth through referrals and professional introducers
- Foster relationships with external partners (accountants, solicitors, etc.)
- Align contribution to local, regional, and national growth strategies
⚖️ Compliance & Governance
- Provide FCA-compliant financial guidance
- Maintain Competent Adviser Status (CAS) and ‘Fit & Proper’ requirements
- Ensure all client files and suitability reports meet compliance standards
- Stay updated with industry developments
- Adhere to TCF principles at all times
🎯 About You
📎 Essential Qualifications & Experience
- Diploma in Financial Planning (or equivalent)
- CAS status / current SPS holder
- Proven experience in managing client relationships as a Financial Planner
- Strong ability to deliver holistic financial advice
- Outstanding communication and relationship management skills
💎 Desirable (Adds Great Value!)
- Chartered Financial Planner (or working towards)
- Experience with inheriting or managing an existing client bank
- Broad technical knowledge across all financial planning areas
- Previous paraplanning support experience
🎁 Why Join Us?
↑ What We Offer
- Immediate access to an existing client bank
- Full paraplanning and administrative support
- Clear career progression pathway
- Opportunity to join a fast-growing, acquisitive business
- Exposure to diverse client portfolios
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💙 Our Values
You’ll thrive in a culture that values:
- Creativity (innovative thinking to boost productivity and efficiency)
- Commitment (going the extra mile for organisational change)
- Collaboration (teamwork with internal and external partners)
📊 Terms & Benefits
💰 Financial Compensation
- Competitive salary
- Attractive pension scheme (7.5% employer + minimum 3% employee)
- 25 days’ annual leave (+ public holidays)
🏣 Extra Perks
- Buy & sell holiday days (up to 5 days)
- Office Christmas close (3 days)
- Private medical insurance
- Group life insurance & income protection
- Hybrid working (flexible office/client visits)
- Career training & development support
- Discretionary performance-related bonuses
- Employee Assistance Programme
- 2 days per year for voluntary work
- Flexible benefit selection
🌍 Our Commitment
Titan Wealth is deeply committed to an inclusive and equitable culture, welcoming talent regardless of:
- Race
- Age
- Gender
- Sexual orientation
- Religion
- Physical ability or disability
- Political affiliation
We promote equal opportunities in: ✔ Recruitment ✔ Career growth ✔ Pay & benefits ✔ Training
We utilise AI tools in parts of our hiring process, but humans remain final decision-makers. If you need details about data processing, please contact us.
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