Titan Wealth Holdings Limited in Inverurie is seeking an IFA Administration Assistant to support financial advisers in delivering compliant wealth management services. You will help prepare client reviews, gather plan information, and maintain accurate records in IO.
The role is hybrid, based at our Inverurie office, with training, regulatory exposure and opportunities to develop within Titan Wealth Planning. You will join a collaborative team focused on client service and professional growth.
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Hybrid IFA Admin & Client Data Specialist in Inverurie 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
