HHiring Reality
← Titanwh

Senior Financial Planner

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

The Senior Financial Planner at Titan Wealth will focus on managing and developing an existing client bank of approximately £60 million AUM across 110 households. This role emphasizes building strong client relationships and delivering high-quality financial advice, supported by paraplanning and client services teams. The position is primarily remote but requires 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 managing an existing client bank rather than building one from scratch
  • Remote work with occasional office attendance required
  • Focus on collaboration and teamwork may require adaptability to different working styles
Job score3.6/5
Benefits5/5
Freshness5/5
Career value4/5
Role clarity4/5
Pay transparency0/5

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