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Role Overview:

  • Inherit a £60M client bank across 110 households.
  • Remote with occasional Truro office attendance.

Key Responsibilities:

  • Deliver holistic financial planning across pensions, investments, protection, tax and retirement.
  • Grow client relationships and identify new opportunities.

About You:

  • Diploma in Financial Planning and CAS status.
  • Proven experience as a Financial Planner.

What We Offer:

  • Competitive salary, 25 days annual leave, private medical insurance.
  • Full paraplanning support and career progression.

Titan Wealth

Titan Wealth is a fast-growing wealth management business providing advice-led services in the UK and internationally. It offers a dynamic, collaborative environment where individual and team initiative is encouraged to deliver long-term client outcomes.

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