Titan Wealth Partners
Titan Wealth Partners (TWP) is a subsidiary of Titan Wealth, focusing on best-in-class advice on wealth management, employee benefits, and retirement planning,…
Technical Service Advisor
Harrogate
- Skills: technical service, advisers, professional experience, report writing, suitability reports, client needs, Paraplanning team, report templates, financial goals, wealth management
- Type: Full-time
Cushman & Wakefield
Senior Surveyor - Valuation
Leeds
- Skills: valuation, Advisory, fund, loan security, clients, report writing, client relationships, team development, marketplace profile, asset inspection
- Experience: Good property market and wider economic and business knowledge; Excellent report writing skills; Strong planning, organisational and communication skills; Able to work under own supervision but also as part of a wider national valuation team.
- Type: Full time
Titan Wealth Planning (TWP)
Titan Wealth Planning (TWP) focuses on providing best-in-class advice on wealth management, employee benefits, and retirement planning.
Client Support Manager (Private Client)
Harrogate
- Skills: client administration, service standards, operational excellence, team development, solution-oriented, trust, accountability, collaboration, financial planning, wealth management
Titan Wealth Holdings Limited
The Titan Group provides a broad range of services across the whole wealth value chain, including financial planning, investment management, platform, trading,…
Associate Paraplanner
Harrogate
- Skills: financial planning, wealth management, paraplanning, research, report writing, client objectives, adviser liaising, regulation, financial services, teamwork
- Experience: At least 2 years in financial services
- Type: Full-time
EvelynPartners
Administrative Support to Financial Planners
Leeds
- Skills: administrative support, client satisfaction, financial planners, investment managers, back-office systems, client records, policy information, operational teams, meeting packs, valuations
Markel Corporation
Markel Corporation (NYSE – MKL) a Fortune 500 company with over 60 offices in 20+ countries, is a holding company for insurance, reinsurance, specialist adviso…
Large Client Lead Underwriter
Leeds
- Skills: underwriting, broker relationship management, large client retention, renewals, broker distribution, corporate clients, renewal strategy, cross-selling, pension scheme, private medical cover
- Type: full_time
titanwh
Senior Paraplanner
Harrogate
- Skills: paraplanner, advice reports, research, training, development, team support, paraplanning tools, reference material
Titan Wealth Holdings Limited
The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, tr…
Client Support – Private Client
Harrogate
- Skills: financial planning, investment management, data validation, client support, regulatory compliance, customer service, documentation, team collaboration, performance reporting, wealth management
- Type: other
Titan Group
The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, tr…
Head of Financial Adviser Academy
York
- Skills: financial planning, investment management, training, development, financial advisers, paraplanners, client service, strategic acquisitions, wealth management, private equity
- Type: full_time
Titan Wealth Holdings Limited
The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, tr…
Trainee Investment Advisor
Harrogate
- Skills: investment management, compliance, client reporting, performance monitoring, team support, wealth management, client data security, anti-money laundering, professional qualifications, health and safety
- Type: other