At a Glance
- Tasks: Support Financial Planners and manage client records for high-net-worth clients.
- Company: Join Titan Wealth, a leading firm in financial planning.
- Benefits: Hybrid work model, competitive salary, and professional development opportunities.
- Other info: Be part of a high-professional team with growth potential.
- Why this job: Make a real impact by supporting high-stakes financial planning.
- Qualifications: Experience in financial administration and strong communication skills.
The predicted salary is between 27000 - 33000 £ per year.
Titan Wealth is seeking an experienced Financial Planning Administrator to join our Gateshead office.
You will support Financial Planners and Wealth Managers, manage client records, prepare reviews and reports, and liaise with clients, solicitors and accountants to ensure accurate and timely outcomes.
You'll work within a high‑professional team handling complex portfolios for high‑net‑worth clients, maintains FCA compliance, and contributes to process improvements.
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Wealth Planning Admin – Hybrid, High-Impact Support in Gateshead 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
