{"id":967784,"url":"https://alion.io/job/titan-wealth-financial-planner","title":"Financial Planner","company":{"id":685930,"name":"Titan Wealth","domain":"titanwh.com","url":"https://alion.io/company/titanwh","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Lever","truth_index":{"grade":"B","score":75,"open_postings":8,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":32,"computed_at":"2026-11-10T06:52:35Z"}},"role":"Finance","role_family":"Finance","seniority":null,"employment_type":"full_time","work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"board_field","remote_working_hours":null,"hiring_geo_confidence":"structured","locations":[],"countries":[],"hiring_countries":["GB"],"hiring_countries_total":1,"salary":null,"salary_estimate":{"min_usd":77000,"max_usd":181000,"period":"year","method":"role_country_seniority_unknown","sample_n":588},"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-09-16T15:47:48Z","employer_posted_date":"2026-09-16","last_verified_at":"2026-11-10T14:21:31Z","board_verified":true,"closed_at":null,"days_open":55,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":55},"description":"We are 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.\nThis role will see you inheriting a client bank of circa £40 Mil AUM\nThe role is remote, but with the expectation to attend the Truro office from time to time for collaboration. and meeting clients locally as required\nResponisbilities\nClient Management & Advice Delivery\nTake ownership of an established client bank, providing ongoing holistic financial planning advice\nDeliver high-quality advice across pensions, investments, protection, tax planning and retirement strategies\nMaintain and strengthen long-term client relationships, identifying new advice opportunities\nEnsure excellent client outcomes, service standards and communication throughout the client journey\nManage review cycles, ensuring clients receive proactive and timely engagement\nGenerate additional revenue through client referrals and cross-selling opportunities\nCollaborate with wider Titan teams (investment management, employee benefits, etc.) to deliver integrated solutions\nBusiness Development\nIdentify and act on opportunities within your existing client bank\nSupport organic growth through referrals and professional introducers\nBuild and maintain relationships with external professional connections (accountants, solicitors, etc.)\nContribute to local growth plans aligned with regional and national strategy\nCompliance & Governance\nProvide advice in line with FCA regulations and Titan policies\nMaintain Competent Adviser Status (CAS) and ‘Fit & Proper’ requirements\nEnsure all client files and suitability reports meet compliance standards\nStay up to date with industry developments and technical knowledge\nOperate in line with TCF principles at all times\nAbout you\nEssential\nDiploma in Financial Planning (or equivalent)\nCAS status / current SPS holder\nProven experience managing client relationships as a Financial Planner\nStrong ability to deliver holistic financial advice\nExcellent communication and relationship management skills\nDesirable\nExperience managing or taking on an existing client bank\nBroad technical knowledge across all areas of financial planning\nPrevious paraplanning experience","description_format":"text","description_chars":2391,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[{"name":"United Kingdom","iso":"GB","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Asset Management & Funds","Custody & Fund 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