Retirement Planning Analyst

1 month ago


Bristol, Bristol, United Kingdom Titan Wealth Holdings Limited Full time
Job Title: Retirement Planning Analyst

Titan Wealth Holdings Limited is seeking an experienced Retirement Planning Analyst to join our team in Bristol, UK. As a key member of our retirement planning department, you will be responsible for providing expert advice to clients on their retirement planning needs.

About the Role:
The successful candidate will have a strong understanding of retirement planning concepts, 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 £38,000 - £50,000 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.

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.

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