Titan Wealth Group is expanding its team to support financial advisers and consultants in delivering compliant financial advice. The role focuses on IFA administration, data handling in IO, and producing client reports, with a hybrid work model from the Inverurie office.
You will liaise with advisers, paraplanners and providers, ensure accuracy of plan information, and contribute to a high standard of client service while developing regulatory knowledge and product awareness.
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Wealth Planning Support Specialist in Melbourn 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
