Client Support - Private Client - Inverurie Office

Titan Wealth Holdings Limited

Inverurie, United Kingdom
On-site
Support financial advisers or consultants
Provision of financial or product advice
Adherence to fca's rules
Titan Wealth Holdings Limited is seeking a Client Support professional for their Inverurie office to assist financial advisers in providing financial advice to clients. The role is part of a rapidly expanding company that combines start-up energy with private equity backing, offering a dynamic work environment

Job Summary

  • The Titan Group provides a broad range of services across the whole wealth value chain.
  • Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth, focusing on best-in-class advice on wealth management.
  • This role will provide support to financial advisers or consultants to enable the provision of financial or product advice to clients.

Matching Summary

Match Score: 85

Titan Wealth Holdings Limited is seeking a Client Support professional for their Inverurie office to assist financial advisers in providing financial advice to clients. The role is part of a rapidly expanding company that combines start-up energy with private equity backing, offering a dynamic work environment.

Skills & Requirements

Must-have

  • Support financial advisers or consultants
  • Provision of financial or product advice
  • Adherence to FCA's rules
  • Follow company procedures

Nice-to-have

  • Start-up energy
  • Security of private equity backing
  • Inspiring team environment

Key Requirements

  • FCA's rules compliance
  • Company procedures adherence

Work Rights

Not specified

Tailored Resume

Cover Letter