Titan Wealth Group is expanding its team to support financial advisers and consultants in delivering compliant financial advice. The role focuses on IFA administration, data handling in IO, and producing client reports, with a hybrid work model from the Inverurie office.
You will liaise with advisers, paraplanners and providers, ensure accuracy of plan information, and contribute to a high standard of client service while developing regulatory knowledge and product awareness.
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Join us at Titan Wealth Holdings Limited as our next Wealth Planning Support Specialist in Melbourn, England, United Kingdom.
The Wealth Planning Support Specialist position in the Management & Operations, Sales field is open for applications.
We have an opening for a Wealth Planning Support Specialist in Melbourn, England, United Kingdom within Management & Operations, Sales.
This role, Wealth Planning Support Specialist at Titan Wealth Holdings Limited, could be your next opportunity.