Titan Wealth Holdings Limited in Norwich is seeking a Financial Planning Administrator to join our growing team. This hybrid role supports Financial Advisers, ensuring clients receive exceptional service and that all advice processes run efficiently and compliantly.
You will prepare client review packs, maintain records, process new business, and liaise with providers, helping advisers with meetings and follow-up while upholding FCA regulations and TCDF commitments.
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Hybrid Financial Planning Assistant — Wealth Management in Norwich 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
