Titan Wealth Holdings Limited is seeking an organised IFA administrator to support financial advisers in delivering compliant financial guidance. The role involves maintaining client and plan data on IO, gathering plan information from providers, processing transactions, and producing client reports.
Hybrid work from Inverurie with opportunities to engage in training and development. Ideal candidates will have at least 12 months of IFA administration experience, good communication skills, and a
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Wealth Planning Client Support Specialist (Hybrid) 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
