IFA Administrator
Titan Wealth Holdings Limited(22 days ago)
About this role
Titan Wealth Planning, part of the Titan Wealth Group in Bristol, supports businesses and individuals with wealth management, employee benefits, and retirement planning services. The company is growing rapidly through UK acquisitions and combines a fast-paced, high-growth environment with private equity backing. This position supports the advisory function within a regulated financial services business delivering client advice and service.
Required Skills
- IFA Administration
- Client Reviews
- Provider Liaison
- Client Records
- Valuation Reports
- Data Validation
- Transaction Processing
- Fund Research
- Client Letters
- Customer Service
+10 more
Qualifications
- Maths GCSE (Grade 5+)
- English GCSE (Grade 5+)
About Titan Wealth Holdings Limited
titanwh.comTitan Wealth is a UK-based wealth management and financial planning firm that provides personalised investment management, retirement and pension advice, and tax-aware financial planning. The company combines experienced advisers with technology-enabled reporting to build and monitor tailored portfolios and long-term financial plans. Titan Wealth serves individuals, families and business owners seeking to grow, protect and transition their wealth with clear fees and ongoing advice.
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