Client Support - Private Client at Titan Wealth

Titan Wealth Planning is hiring an IFA Administration Assistant to support financial advisers and consultants in preparing client reviews, maintaining plan and client information, validating valuations, producing meeting packs and client letters, processing new business, and handling client and provider enquiries. The role is hybrid, based in the company office in Inverurie, and requires at least 12 months of IFA administration experience, a good standard of education, and Maths and English GCSEs at grade 5 or above or equivalent.