HHiring Reality
← Titanwh

Senior Financial Planner

Titanwh
Location
Cornwall
Posted
12 days ago
Department
Advisers
What they actually want (must-haves)
  • Experience as a financial adviser
  • Ability to develop client relationships
  • Strong focus on delivering high-quality advice
What the job really is

As a Senior Financial Planner at Titan Wealth, you will inherit and develop an existing client bank of approximately £60 million AUM across 110 households. Your primary focus will be on building client relationships and delivering high-quality financial advice, supported by paraplanning and client services teams. The role is primarily remote, with occasional visits to the Truro office for collaboration and client meetings.

Benefits
  • Competitive salary
  • Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
  • 25 days Annual Leave + public holidays
  • Buy and sell holidays up to 5 days
  • Office Christmas close (3-days)
  • Private medical insurance
Things to weigh
  • Role involves inheriting an existing client bank, which may impact the level of new client acquisition responsibility
  • Remote work with occasional office attendance may not suit everyone
  • Focus on collaboration and teamwork may require strong interpersonal skills
Job score3.6/5
Benefits5/5
Freshness5/5
Career value4/5
Role clarity4/5
Pay transparency0/5

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