IFA Administrator - Private Client
Titan Wealth Holdings is hiring for IFA Administrator - Private Client in Edinburgh. Mid level. First seen September 30, 2026; open as of November 12, 2026. Jobs taken straight from company career pages — no aggregator in between.
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- Company
- Titan Wealth Holdings
- Where
- Edinburgh
- Level
- Mid
- First seen
- September 30, 2026
- Listed via
- Lever
What the posting says
This role will provide support to financial advisers or consultants to enable the provision of financial or product advice to clients, as set out within the FCA’s rules and company procedures. The role is hybrid, working from our office in Inverurie. Responsibilities Helping advisers to prepare for client reviews by: Ensuring all client and plan information is up to date on IO Requesting plan information from the respective providers either by post, email or direct from the provider platform. Chase regularly to ensure this is received in time for the meeting. Upload to IO once received.…
Read more and apply on Titan Wealth Holdings' site
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