Titan Wealth Group is expanding its team to support financial advisers and consultants in delivering compliant financial advice. The role focuses on IFA administration, data handling in IO, and producing client reports, with a hybrid work model from the Inverurie office.
You will liaise with advisers, paraplanners and providers, ensure accuracy of plan information, and contribute to a high standard of client service while developing regulatory knowledge and product awareness.
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Wealth Planning Support Specialist in Melbourn 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.
