Titan Wealth Planning (TWP) is seeking an organised IFA Administration Assistant to support financial advisers with client reviews, plan data, and documentation in Inverurie. You will work within IO and other provider platforms to keep information up to date and produce client materials.
The role is hybrid, offers training and development, and a supportive team environment as Titan Wealth expands through acquisitions. Strong communication and attention to detail are essential.
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Wealth Planning Support Specialist (Hybrid) in Melbourne employer: Titan Wealth Holdings Limited
Titan Wealth Planning is an exceptional employer that fosters a supportive and collaborative work culture in Inverurie. With a strong emphasis on employee growth through training and development opportunities, you will thrive in a hybrid role that allows for flexibility while contributing to meaningful client interactions. Join us as we expand our team and make a positive impact in the financial planning sector.
Contact Details:
Titan Wealth Holdings Limited Recruitment Team
