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Wealth Planning Admin - Hybrid, High-Impact Support

Posted 3 days 7 hours ago by Titan Wealth Holdings Limited

Permanent
Full Time
Other
Tyne And Wear, Gateshead, United Kingdom, NE100
Job Description

Titan Wealth is seeking an experienced Financial Planning Administrator to join our Gateshead office. You will support Financial Planners and Wealth Managers, manage client records, prepare reviews and reports, and liaise with clients, solicitors and accountants to ensure accurate and timely outcomes.

You'll work within a high professional team handling complex portfolios for high net worth clients, maintains FCA compliance, and contributes to process improvements.

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