Titan Wealth in Meriden—Birmingham is seeking a Financial Planning Administrator to support Financial Advisers and Consultants, ensuring exceptional client service and compliant advice processes.
You will prepare client reviews, maintain records, process new business, liaise with providers, and help deliver a seamless client experience in a fast-paced wealth management environment. Hybrid role with home and office-based work.
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Hybrid Financial Planning Administrator - Client-Focused in Meriden 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
