About this role
Senior Financial Planner at Titanwh. Location: Truro or Edinburgh. Role: managing clients, delivering advice, developing business Requirements: Diploma in Financial Planning (or equivalent), CAS/SPS status, proven experience managing client relationships and delivering holistic financial advice; strong communication and relationship management skills. Category: Finance and Accounting Seniority: Senior Level Certifications: diploma in financial planning, cas, sps, chartered financial planner Commitment: Full Time Workplace: Hybrid Languages: English