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Financial Planning Administrator - Private Client - Glasgow
Banking Financial Services
💰 Salary Not shared
📊 Market 2,200 GBP–3,500 GBP/mo (26,400 GBP–42,000 GBP/yr)
About the Company
Integrated solutions for investment managers and IFAs Titan Wealth is developing a whole new approach to providing wealth management solutions by acquiring and integrating the full range of wealth services. Through economies of scale and seamless operations, this innovative business model is giving Advisers and their clients the best opportunity to fulfil their financial ambitions. With full access to wealth planning, whole-of-market execution, settlement, custody, reporting and compliance, Titan Wealth is empowering Advisers to build better client relationships, needs-matched portfolios and a more efficient and profitable business. Titan Wealth also provides execution, custody, clearing and wealth management services to small and medium sized brokers, proprietary traders, family offices and wealth managers. Financial Services Specialties: Wealth Management, Advisory Services, Financial Integration, Client Solutions
Responsibilities
- ● The 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. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses.
- ● Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to join the team
- ● Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals.
- ● Take the Next Step in Your Financial Planning Career
- ● This isn't your average IFA Administrator role.
- ● At Titan Wealth, we're looking for an experienced Client Support professional to join our Newton Mearns office and become a key part of a highly successful Financial Planning team.
- ● You'll have direct client interaction, exposure to the full advice process and the opportunity to develop your career within one of the UK's fastest-growing wealth management businesses.
- ● This role has a proven track record of progression. If you're ambitious, personable and ready to move beyond purely administrative work, we'd love to hear from you.
Credential Requirements
for United Kingdom
🔴
Must have to work
ICAEW ACA or ACCA Qualification
ICAEW / ACCA
Cost: GBP 2,000–5,000
Timeline: 3–5 years
For audit roles only
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