Senior Financial Planner

Devon and Torbay Source: WhatJobs
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Titan Wealth Group in the UK seeks a Financial Planner to join the Truro team. You will inherit and develop an existing client bank (£40M AUM) and deliver holistic financial planning advice with support from paraplanning and client services.

The role is remote with occasional attendance at the Truro office for collaboration and client meetings. You will manage pensions, investments, protection, tax planning and retirement strategies within FCA guidelines and Titan policies.

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