Senior IFA Administrator - Private Client

Titan Wealth Holdings Limited · Asset Manager

All Private Client jobs
Asset Management
Bristol, United Kingdom
Perm, Full Time

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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 for an experienced Financial Planning or Wealth Management Administrator who enjoys working in a client-focused environment and wants to play a key role in supporting Financial Planners and high-net-worth clients.

As a senior member of the Client Support team, you will be responsible for delivering a first-class service throughout the client journey, supporting advisers with client reviews, ongoing servicing, new business processing, and technical administration. You will also act as a role model within the team, providing guidance, coaching, and support to colleagues where required.

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