img
Permanent

Financial Planning Administrator

Coventry
money-bag 10000-500000 Annual
3170522449
Posted Yesterday

Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions. We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term. At Titan Wealth, we''re looking for a Client Support Administrator to join our growing team in Meriden. This is an exciting opportunity for someone who enjoys working collaboratively, building strong relationships, and playing a key role in delivering exceptional support to advisers and clients alike. About the Role You will join a close-knit and supportive team environment where collaboration is at the heart of everything we do. Initially, you will work within a pod structure alongside other Client Support professionals and advisers, providing high-quality administrative support and contributing to an outstanding client experience. As the business continues to evolve, there is the opportunity for the role to develop further, with greater ownership and responsibility supporting a dedicated group of advisers. Key Responsibilities Adviser and Client Support Prepare client review packs and valuation reports. Ensure client and ..... full job details .....

Other jobs of interest...

Geary's Bakeries Ltd
Glenfield
money-bag10000-500000 Annual
Geary's Bakeries Ltd
Glenfield3 days ago
money-bagNegotiable
NJR Recruitment
Leicester3 days ago
money-bag10000-500000 Annual
Premier Jobs UK Limited
Birmingham1 week ago
money-bag80000.00-80000.00 Annual
Premier Jobs UK Limited
Birmingham1 week ago
money-bag80000.00-80000.00 Annual
MI Search Ltd
Leamington Spa1 week ago
money-bag30000.00-30000.00 Annual
NJR Recruitment
Leicester1 week ago
money-bag10000-500000 Annual
Rapier Employment
Solihull1 week ago
money-bag£13.46 per hour
TTC Group
Trench2 weeks ago
money-bag£25942/annum
Premier Jobs UK Limited
Birmingham2 weeks ago
money-bag£80,000

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!