- Location
- Cornwall
- Workplace
- Remote
- Type
- Full-time
- Department
- TAHL - Wealth
- Seniority
- Senior
- Source
- Lever
Description
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
Skills
Compliance