Titan Wealth in Gateshead is seeking a diligent Financial Planner Administrator to support advisers and manage client documentation. You will prepare review packs, ensure data accuracy, and liaise with product providers for smooth case progression.
The role involves handling high-net-worth client scenarios, maintaining compliance, and contributing to a professional, collaborative team environment. Hybrid working is offered, with extensive training and development opportunities.
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Wealth Planning Admin Specialist for HNW Clients in Gateshead employer: Titan Wealth
Titan Wealth is an exceptional employer, offering a dynamic work environment that encourages individual initiative and collaboration. With a strong commitment to employee growth through ongoing training and a range of attractive benefits, including a competitive salary and hybrid working options, our Norwich office is an exciting place to be as we transform and align more closely with our wider business goals. Join us to be part of a diverse team dedicated to delivering outstanding wealth management services while embracing creativity and change.
