[Hiring] Financial Planner @Titan Wealth Holdings Limited

Role Description

Titan Wealth is now looking for a 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 £40 Mil AUM. 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.

Responsibilities

• Client Management & Advice Delivery
  • Take ownership of an established client bank, providing ongoing holistic financial planning advice.
  • Deliver high-quality advice across pensions, investments, protection, tax planning, and retirement strategies.
  • Maintain and strengthen long-term client relationships, identifying new advice opportunities.
  • Ensure excellent client outcomes, service standards, and communication throughout the client journey.
  • Manage review cycles, ensuring clients receive proactive and timely engagement.
  • Generate additional revenue through client referrals and cross-selling opportunities.
  • Collaborate with wider Titan teams (investment management, employee benefits, etc.) to deliver integrated solutions.
• Business Development
  • Identify and act on opportunities within your existing client bank.
  • Support organic growth through referrals and professional introducers.
  • Build and maintain relationships with external professional connections (accountants, solicitors, etc.).
  • Contribute to local growth plans aligned with regional and national strategy.
• Compliance & Governance
  • Provide advice in line with FCA regulations and Titan policies.
  • Maintain Competent Adviser Status (CAS) and ‘Fit & Proper’ requirements.
  • Ensure all client files and suitability reports meet compliance standards.
  • Stay up to date with industry developments and technical knowledge.
  • Operate in line with TCF principles at all times.

Qualifications

• Diploma in Financial Planning (or equivalent).
• CAS status / current SPS holder.
• Proven experience managing client relationships as a Financial Planner.
• Strong ability to deliver holistic financial advice.
• Excellent communication and relationship management skills.

Requirements

• Experience managing or taking on an existing client bank (Desirable).
• Broad technical knowledge across all areas of financial planning (Desirable).
• Previous paraplanning experience (Desirable).

Benefits

• Immediate access to an existing client bank.
• Full paraplanning and administrative support.
• Clear pathway for continued career progression.
• Opportunity to work within a growing, acquisitive business.
• Exposure to a broad client base and more complex planning scenarios.
• 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).
• A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.
• Hybrid working.
• Further education and training support.
• Discretionary performance-related bonus.
• Confidential Employee Assistance Programme.
• 2 days per year for voluntary work.
• And lots of flexible benefits to choose from!