Wealth Planning Support Specialist

Titan Wealth Group is expanding its team to support financial advisers and consultants in delivering compliant financial advice. The role focuses on IFA administration, data handling in IO, and producing client reports, with a hybrid work model from the Inverurie office.

You will liaise with advisers, paraplanners and providers, ensure accuracy of plan information, and contribute to a high standard of client service while developing regulatory knowledge and product awareness.

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