Wealth Planning Support Specialist

4 days ago


Harrogate, North Yorkshire, United Kingdom Titan Wealth Holdings Limited Full time
About Us

Titan Wealth Holdings Limited is a top financial planning company located in Bristol, UK.

Job Description

We are looking for a Wealth Planning Support Specialist to join our team and assist in providing best-in-class advice on wealth management, employee benefits, and retirement planning.

Key Tasks
  1. Provide support to financial advisers or consultants in delivering client advice.
  2. Help prepare for client reviews by adding details of missing policy information.
  3. Validate unit balances and create Key Information Documents.
Requirements
  • Strong maths and English skills with computer literacy.
  • Previous regulatory or financial industry experience.
  • Able to work efficiently with minimal supervision.
What We Offer

We offer a competitive salary of £38,000 per annum, private medical insurance, employee pension scheme, 24 days annual leave, dental insurance, life assurance, and health cash plan. You will also enjoy flexible benefits and a commitment to fostering an inclusive and equitable environment.



  • Harrogate, North Yorkshire, United Kingdom Titan Wealth Holdings Limited Full time

    We are seeking a talented Paraplanner to join our team at Titan Wealth Holdings Limited. As a leading financial planning company based in Bristol, UK, we pride ourselves on providing best-in-class advice on wealth management, employee benefits, and retirement planning.Job DescriptionThe successful candidate will provide research and report writing support...


  • Harrogate, North Yorkshire, United Kingdom Titan Wealth Holdings Limited Full time

    Are you looking for a challenging and rewarding role in wealth management? Look no further! Titan Wealth Holdings Limited is a top financial planning company based in Bristol, UK, and we are seeking an experienced Wealth Management Support Specialist to join our team.About the RoleThis role involves providing support to our financial advisers and...


  • Harrogate, North Yorkshire, United Kingdom Titan Wealth Holdings Limited Full time

    Titan Wealth Holdings Limited is a leading financial planning company based in Bristol, UK. We offer top-notch advice on wealth management, employee benefits, and retirement planning.The role of Wealth Support Associate plays a crucial part in our mission to help businesses and their employees achieve their financial goals. This position involves supporting...


  • Harrogate, North Yorkshire, United Kingdom Titan Wealth Holdings Limited Full time

    Job Title: Client Support SpecialistAbout the Role:At Titan Wealth Holdings Limited, we are seeking a highly motivated and organized Client Support Specialist to join our team in Bristol, UK. As a key member of our financial operations department, you will provide critical support to our financial advisers and consultants, ensuring they have the necessary...


  • Harrogate, North Yorkshire, United Kingdom Titan Wealth Holdings Limited Full time

    We are seeking a highly organized and detail-focused Wealth Management Coordinator to join our team at Titan Wealth Holdings Limited, a leading financial planning company based in Bristol, UK.This exciting opportunity comes with a salary of £29,000 - £33,000 per annum and offers a range of benefits, including private medical insurance, employee pension...


  • Harrogate, North Yorkshire, United Kingdom Titan Wealth Holdings Limited Full time

    Titan Wealth Holdings Limited is a leading financial planning company based in Bristol, UK. Our primary objective is to provide unparalleled wealth management, employee benefits, and retirement planning services to our clients. To achieve this goal, we require an experienced Financial Services Coordinator to support our financial advisers or consultants in...


  • Harrogate, North Yorkshire, United Kingdom Titan Wealth Holdings Limited Full time

    We are seeking an experienced Client Administration Director to join our team at Titan Wealth Holdings Limited. As a key member of our leadership team, you will be responsible for delivering high-quality client services and driving operational excellence.About the CompanyTitan Wealth Holdings Limited is a top financial planning company located in Bristol,...


  • Harrogate, North Yorkshire, United Kingdom Titan Wealth Holdings Limited Full time

    About Us">The Titan Wealth Holdings Limited delivers a wide array of services spanning the entire wealth management spectrum, encompassing financial planning, investment management, platform trading, settlement, and custody services. Our goal is to provide adaptable, modular services that enable clients to refine their business models as required. Titan...


  • Harrogate, North Yorkshire, United Kingdom Titan Wealth Holdings Limited Full time

    Titan Wealth Holdings Limited is a leading financial planning company based in Bristol, UK. As a top-tier organization, our mission is to provide exceptional advice on wealth management, employee benefits, and retirement planning. With our recent acquisition by Titan Wealth Holdings, we're poised for exciting growth and opportunities.Job OverviewWe are...


  • Harrogate, North Yorkshire, United Kingdom Lime Search & Select Ltd Full time

    **Company Overview**Lime Search & Select Ltd is a leading Investment Management and Financial Planning firm based in Harrogate, providing sound financial advice and wealth management services.We are seeking an experienced Financial Planning Administrator to join our team on a 9-month maternity cover contract.


  • Harrogate, North Yorkshire, United Kingdom Titan Wealth Holdings Limited Full time

    Job DescriptionTitan Wealth Holdings Limited is a well-established independent investment management business that provides portfolio management and stockbroking services to private clients. As part of our commitment to excellence, we are seeking a highly skilled CASS Operations Coordinator to join our team.The successful candidate will be responsible for...


  • Harrogate, North Yorkshire, United Kingdom CV Library Full time

    About the RoleWe are looking for a Wealth Management Advisor to join our team at CV Library. As a Wealth Management Advisor, you will be responsible for working directly with clients to provide a wide range of financial planning solutions, including annual reviews and ongoing advice.The ideal candidate will have a minimum of level 4 in regulated financial...


  • Harrogate, North Yorkshire, United Kingdom Titan Wealth Holdings Limited Full time

    Job OverviewTitan Wealth Holdings Limited is a leading financial planning company based in Bristol, UK. We provide top-notch advice on wealth management, employee benefits, and retirement planning.


  • Harrogate, North Yorkshire, United Kingdom IDEX Consulting Full time

    We are seeking a highly skilled Wealth Management Assistant to join our team at IDEX Consulting. In this role, you will provide critical support to our Financial Advisers, enabling them to deliver top-notch advice to clients.About the Role:Assist Financial Advisers in delivering exceptional client service by providing accurate and timely informationWork...


  • Harrogate, North Yorkshire, United Kingdom Titan Wealth Holdings Limited Full time

    At Titan Wealth Holdings Limited, we're dedicated to delivering exceptional wealth management services to our clients. As a Financial Services Coordinator, you'll play a vital role in supporting our financial advisers and consultants to provide outstanding advice.This role offers an estimated salary of around £30,000 - £35,000 per annum, based on...


  • Harrogate, North Yorkshire, United Kingdom Titan Wealth Holdings Limited Full time

    Join us at Titan Wealth Holdings Limited, a dynamic financial planning company based in Bristol, UK. As a key player in the industry, we're passionate about helping businesses and individuals achieve their financial goals.Job RoleWe are seeking a highly skilled Paraplanner to support our Financial Planners in delivering exceptional advice packages to...


  • Harrogate, North Yorkshire, United Kingdom Titan Wealth Holdings Limited Full time

    Titan Wealth Holdings Limited is a leading financial planning company based in Bristol, UK. Our focus is on providing best-in-class advice on wealth management, employee benefits, and retirement planning.About the RoleWe are seeking an experienced Corporate Administrative Assistant to provide support to our financial advisers and consultants. This role will...

  • Asset Management Lead

    2 weeks ago


    Harrogate, North Yorkshire, United Kingdom Titan Wealth Holdings Limited Full time

    About UsTitan Wealth Holdings Limited provides a range of services across the wealth value chain, including financial planning, investment management, and custody services.We are committed to fostering an inclusive and equitable environment for our employees, regardless of their background or affiliation.The company offers a range of benefits, including...


  • Harrogate, North Yorkshire, United Kingdom Titan Wealth Holdings Limited Full time

    About UsThe Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement, and custody services.Titan Private Wealth is a well-established independent investment management business who provide portfolio management and stockbroking services to...


  • Harrogate, North Yorkshire, United Kingdom Titan Wealth Holdings Limited Full time

    About Us">The Titan Wealth Holdings Limited offers a comprehensive suite of services covering the entire wealth management value chain, including financial planning, investment management, platform trading, settlement, and custody services. Our approach focuses on providing modular, incremental services that enable clients to adapt their business models...