Senior Financial Planner – Remote, £60M AUM Client Bank

Titan Wealth Holdings Limited in the UK is seeking a Senior Financial Planner to join our Truro office, inheriting an existing client bank and delivering holistic financial advice across pensions, investments, protection and retirement planning. The role is remote with occasional attendance at the Truro office for collaboration and client meetings.

You will work with paraplanning and client services teams to manage relationships and grow the client bank while ensuring FCA compliance and industry

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