Wealth Planning Support Specialist
4 days ago
Titan Wealth Holdings Limited is a top financial planning company located in Bristol, UK.
Job DescriptionWe 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- Provide support to financial advisers or consultants in delivering client advice.
- Help prepare for client reviews by adding details of missing policy information.
- Validate unit balances and create Key Information Documents.
- Strong maths and English skills with computer literacy.
- Previous regulatory or financial industry experience.
- Able to work efficiently with minimal supervision.
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.
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Wealth Planning Support Executive
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Wealth Management Support Specialist
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Client Support Specialist
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Wealth Management Coordinator
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