Titanwh·18 days ago
18 days ago
Financial Planning Administrator
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About this role
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.
This is an excellent opportunity to join a well-established and growing financial planning team in Gateshead.
We are looking for someone who can hit the ground running and bring strong financial planning administration experience. This is not a role suited to candidates from provider or platform backgrounds alone. We are specifically seeking individuals who have supported Financial Planners or Wealth Managers directly and understand the advice process.
This team works with a sophisticated and often complex client portfolio, including:
- High net worth and ultra-high net worth clients
- Family groups and intergenerational wealth structures
- Trusts
- Venture Capital Trusts (VCTs)
- Enterprise Investment Schemes (EIS)
- Estate planning arrangements
You will regularly liaise not only with clients but also with solicitors, accountants and other professional connections to ensure the best outcomes for clients.
You will be supporting advisers that manages approximately £150 million AUM, making this an excellent opportunity for someone who enjoys working in a highly professional and technically interesting environment.
Company
Titanwh
Gateshead, United Kingdom
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