Titan Wealth Holdings Limited is seeking an experienced IFA administration professional to support financial advisers at Titan Wealth Planning. The role is hybrid, based in Harrogate, and requires at least 12 months of IFA admin experience, with strong regulatory awareness and clear communication skills.
You will manage client data in IO, handle provider communications, and support meeting packs and client valuations. A proactive, collaborative approach and willingness to learn are essential.
#J-18808-Ljbffr
Wealth Planning Admin: Hybrid Support for Advisers in Harrogate 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
