Paraplanning Team Leader at Titan Wealth Holdings Limited | Rozgoo | Rozgoo

Titan Wealth Holdings Limited

Bristol, GB · On-site · Full-time

Paraplanning Team Leader

₹48.1L – ₹48.1LPosted 1 month ago

Location: Bristol, GB
Work mode: On-site
Employment: Full-time
Salary: ₹48.1L – ₹48.1L
Experience: Mid-level · 2+ yrs

About the role

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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 expa…

Requirements

paraplanning experience
ability to support financial planning processes
strong attention to detail
knowledge of wealth management workflows

Skills

financial planning
investment management
client reporting
wealth management operations
compliance administration
risk profiling
portfolio support
paraplanning
financial adviser support
platform trading settlement exposure
asset management knowledge

About the company

Titan Wealth Holdings Limited

Posted via Adzuna

How to apply

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Titan Wealth Holdings Limited

Paraplanning Team Leader

₹48.1L – ₹48.1L