At a Glance
- Tasks: Manage new business packs and ensure accurate record-keeping in a structured process.
- Company: Titan Wealth Holdings Limited, a leader in wealth management with a supportive team.
- Benefits: Hybrid working, full training, and clear career progression opportunities.
- Other info: Enjoy a collaborative environment with a focus on personal growth.
- Why this job: Join a dynamic team and develop your skills in the wealth management sector.
- Qualifications: Attention to detail and a willingness to learn; no prior experience needed.
The predicted salary is between 27000 - 33000 £ per year.
Titan Wealth Holdings Limited, through Titan Wealth Planning, is recruiting a Business Processing Administrator in Bristol.
This role sits in the national Business Processing Team within the Wealth Advice Division and is non-client-facing.
You will handle end-to-end processing of new business packs, ensuring accuracy, updating records, and closing cases on IO with disciplined six-step routines.
Full training provided; hybrid working and structured career development.
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Wealth Processing Specialist (Hybrid) in Bristol employer: Titan Wealth Holdings Limited
Titan Group is an exceptional employer, offering a supportive and inclusive work culture that prioritises employee growth and development. With a competitive salary, attractive benefits including a robust pension scheme, and opportunities for further education and training, employees can thrive in their careers while enjoying a healthy work-life balance through hybrid working arrangements. Located in Harrogate, this role provides a unique chance to gain hands-on experience in the wealth management sector, working alongside experienced professionals committed to fostering a positive and collaborative environment.
Contact Details:
Titan Wealth Holdings Limited Recruitment Team
