Titan Wealth Group seeks an experienced IFA administrator to support Financial Advisers and Consultants. You will help prepare client reviews, update IO data, and ensure plan information is accurate, in line with FCA rules and internal procedures.
You will work in a hybrid role with three days in the office and two days from home, offering progression and development opportunities within a growing wealth management business.
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IFA Admin Specialist - Hybrid, Growth & Compliance in Basingstoke employer: Lever, Inc.
360Learning is an exceptional employer that champions a culture of collaboration, diversity, and continuous learning. With flexible working arrangements and comprehensive health benefits, employees are empowered to thrive both personally and professionally. The opportunity for growth within the company is significant, especially for a Global VP Marketing who will play a pivotal role in shaping the future of the organisation while working closely with the CEO and other leaders in a dynamic, supportive environment.
