Wealth Planning Administrator (Hybrid) | Growth & Impact in North East

Wealth Planning Administrator (Hybrid) | Growth & Impact in North East

North East Full-Time No working from home possible
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Titan Wealth Holdings Limited is seeking an experienced Client Support Administrator in Gateshead. You will back Financial Planners and Wealth Managers, maintaining client records and preparing reviews and reports to support advisory activity.

The role involves complex client portfolios, liaison with solicitors and accountants, and ensuring FCA compliance while delivering excellent service. A hybrid working arrangement is offered.

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Wealth Planning Administrator (Hybrid) | Growth & Impact in North East 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.

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Contact Details:

Titan Wealth Holdings Limited Recruitment Team