Wealth Management Research Coordinator
5 days ago
Titan Wealth Holdings Limited is a leading provider of wealth management services in the UK, and we are seeking a highly skilled Wealth Management Research Coordinator to join our team in Bristol. As a key member of our research team, you will be responsible for conducting research and analysis to support our financial planners in providing expert advice to clients.
About the Role:
The successful candidate will have a strong understanding of financial markets and instruments, as well as excellent analytical and communication skills. You will be responsible for analysing client data using software programs, drafting suitability reports, and ensuring compliance with all requirements. Our ideal candidate will have experience working in a similar role, with a strong understanding of financial regulations and compliance procedures. We offer a competitive salary of £35,000 - £45,000 per annum, depending on experience, plus flexible benefits and a comprehensive training program.
Responsibilities:
- Analyse client data using software programs and provide recommendations to financial planners.
- Draft suitability reports with guidance from financial planners, following all compliance and departmental requirements.
- Liaise with financial planners to ensure accurate information for advice to be given.
- Ensure compliance with relevant research, client support, and systems processes.
- Follow best practices for adviser support and client-facing processes.
What We Offer:
We offer a dynamic and inclusive work environment, with opportunities for career growth and professional development. Our team is committed to delivering exceptional service to our clients, and we are looking for someone who shares our values and passion for excellence.
Contact Information:
Please note that we do not accept unsolicited applications or contact information from recruitment agencies. If you are interested in this role, please submit your application through our website.
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