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Permanent

IFA Administrator

Kettering
money-bag 10000-500000 Annual
3085439714
Posted 5 days ago

Titan Pensions and Investments offers a market-leading service, believing in financial advice for everyone, from those starting a financial plan from scratch to those who have accumulated significant wealth, with anyone in between. We aim to become our clients'' financial planners for the rest of their lives.Titan Pensions and Investments are experts in managing pensions and investments and we look after £850m on behalf of 3,500 clients. As Chartered Financial Planners, we help both individual and corporate clients by providing financial advice and in-house discretionary investment management. We are a growing business, expanding year on year ahead of our peers. We grow organically so we recruit bright, young individuals who are hungry for success. Working at Titan Pensions and Investments is a career choice. This role will provide support to financial advisers or consultants to enable the provision of financial or product advice to clients, as set out within the FCA''s rules and company procedures. The role is onsite - 5 days a week - out of the Kettering office, 9am to 5pm - Monday to Friday ResponsibilitiesHelping advisers to prepare for client reviews by: Ensuring all client and plan information is up to date on IO Requesting plan information from the respective providers either by post, email or direct from the provider platform. Chase regularly to ensure this is received in time for the meeting. Upload to IO once received. Updating contributions and withdrawals using ..... full job details .....

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