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Wealth planning admin & client support

Edinburgh
Titan Wealth
Planner
€30,000 a year
Posted: 15 June
The role

Titan Wealth in Edinburgh is seeking a Financial Planning Administrator to support advisers in providing financial advice to clients. The role involves maintaining accurate client information, validating plans, and preparing documentation. Applicants should have at least 12 months of IFA administration experience and strong communication skills.

The position offers a hybrid working pattern and a competitive salary along with benefits such as private medical insurance and a generous pension scheme.

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