Titan Wealth Holdings Limited in Inverurie is seeking an IFA Administration Assistant to support financial advisers in delivering compliant wealth management services. You will help prepare client reviews, gather plan information, and maintain accurate records in IO.
The role is hybrid, based at our Inverurie office, with training, regulatory exposure and opportunities to develop within Titan Wealth Planning. You will join a collaborative team focused on client service and professional growth.
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This position is for the Hybrid IFA Admin & Client Data Specialist role at Titan Wealth Holdings Limited.
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This posting is for the Hybrid IFA Admin & Client Data Specialist role at Titan Wealth Holdings Limited, based in Inverurie, Scotland, United Kingdom.