Job Description Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions. We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term. This is an excellent opportunity to join a well-established and growing financial planning team in Gateshead. We are looking for someone who can hit the ground running and bring strong financial planning administration experience. We are specifically seeking individuals who have supported Financial Planners or Wealth Managers directly and understand the advice process. High net worth and ultra-high net worth clients Venture Capital Trusts (VCTs) Enterprise Investment Schemes (EIS) Ensure client and policy information is accurate and up to date within back-office systems. Assist with plan information validation and reconciliation activities. Manage day-to-day client and provider enquiries via telephone and email. Participate in ongoing training and professional development. Previous Client Support / IFA Administration experience within a Financial Planning or Wealth Management firm. Experience supporting Financial Planners directly. Strong interpersonal and relationship-building skills. Confidence communicating with high-net-worth clients and professional introducers.Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Competitive salary ~ Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) ~25 days Annual Leave + public holidays ~ Buy and sell holidays up to 5 days ~ Office Christmas close (3-days) ~ A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance. ~ Hybrid working ~ Further education and training support ~ Discretionary performance related bonus ~ Confidential Employee Assistance Programme ~And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.
Home based Financial Planning Administrator in Devon employer: Titan Wealth Holdings Limited
Titan Wealth is an exceptional employer, offering a dynamic work environment that fosters creativity, collaboration, and commitment. With a strong focus on employee growth, the company provides extensive benefits including a competitive salary, attractive pension scheme, and support for further education, all while promoting a culture of inclusivity and flexibility. Located in the UK and South Africa, Titan Wealth empowers its employees to drive meaningful change and achieve their professional ambitions within a rapidly growing wealth management business.
Contact Details:
Titan Wealth Holdings Limited Recruitment Team
