- Location
- Bristol
- Workplace
- Hybrid
- Type
- Full-time
- Department
- TAHL - Wealth
- Source
- Lever
Description
Titan Wealth Consulting is a specialist financial planning business within the wider Titan Wealth Group. Formerly Arlo, the business has built a strong reputation for supporting clients with international backgrounds, particularly British expats returning to the UK after living and working overseas.
Our clients have often spent significant periods in the Middle East, Europe and other international locations before returning home, creating a unique and varied client base. With continued growth and expansion plans, we are looking to strengthen our Client Support team by appointing experienced Financial Planning Administrators who can play a key role in supporting advisers and delivering an exceptional client experience.
Whilst backed by the scale, resources and stability of Titan Wealth, Titan Wealth Consulting offers a more entrepreneurial environment where every team member can make a visible contribution and help shape the future of the business.
The Role:
We are seeking a Financial Planning Administrator in Bristol to provide comprehensive administrative support to our Financial Planners and their clients.
This is an excellent opportunity for someone who enjoys working in a collaborative environment where their contribution is highly valued. You will support advisers with all aspects of new business processing, ongoing servicing activities and client administration whilst helping to ensure an outstanding client experience throughout the advice journey.
The role offers the chance to work with a unique client base whilst continuing to utilise the core skills expected within a traditional Financial Planning Administrator position.
