Financial Planner

Job Title: Senior Financial Planner

Industry: Financial Planning

Location: Truro, Cornwall

Salary: Up to £77,000

Job Reference: 10536

Recruit UK is supporting a highly successful and growing wealth management business with the appointment of an experienced Senior Financial Planner to join their Truro office.

Job Description:

Our client has developed a strong reputation for delivering high-quality wealth management services, helping clients achieve their financial goals through trusted relationships and personalised financial planning.

This is an excellent opportunity for an experienced Financial Planner to take ownership of an established client bank, focusing on delivering exceptional advice and building long-term client relationships. You will be supported by experienced paraplanning and the administration teams allowing you to focus on the clients.

The role will involve inheriting and developing an existing client bank of approximately £60 million AUM, providing a strong platform for continued growth. This is a hybrid opportunity, with time spent in the Truro office alongside regular client meetings across the local area.

Responsibilities:

• Manage and develop an established client bank, delivering holistic advice.
• Build strong, long-term client relat...