- Location
- Gateshead
- Workplace
- Hybrid
- Type
- Full-time
- Department
- TAHL - Wealth
- Experience
- 1+ years
- Source
- Lever
Description
Titan Wealth Planning is a specialist financial planning business within the Titan Wealth Group. We provide best-in-class advice across wealth management, retirement planning and employee benefits, helping individuals, families and businesses achieve their financial goals.
We are now looking for a Financial Planning Administrator to join our growing team in Gateshead. This is a hybrid role, offering the flexibility to work both from home and from the office while supporting our Financial Advisers in delivering outstanding client outcomes.
The Opportunity
As a Financial Planning Administrator, you will play a key role in supporting Financial Advisers and Consultants, ensuring clients receive an exceptional level of service and that all advice processes are managed efficiently and compliantly.
Working closely with advisers, paraplanners, clients and providers, you will be responsible for preparing client reviews, maintaining accurate records, processing new business and helping to deliver a seamless client experience.
