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Titan Wealth Holdings Limited logo
Titan Wealth Holdings Limited

Posted 22 days ago

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Financial Planning Administrator

NorwichHybrid

AI Summary

Supports Financial Advisers and Consultants in a wealth management firm by preparing client review packs, maintaining accurate records, processing new business, and ensuring compliance so that clients receive an efficient, high-quality advisory experience.

About this role

Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions.

We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term.

Titan Wealth Planning is a specialist financial planning business within the Titan Wealth Group. We provide best-in-class advice across wealth management, retirement planning and employee benefits, helping individuals, families and businesses achieve their financial goals.

We are now looking for a Financial Planning Administrator to join our growing team in Norwich. This is a hybrid role, offering the flexibility to work both from home and from the office while supporting our Financial Advisers in delivering outstanding client outcomes.

The Opportunity

As a Financial Planning Administrator, you will play a key role in supporting Financial Advisers and Consultants, ensuring clients receive an exceptional level of service and that all advice processes are managed efficiently and compliantly.

Working closely with advisers, paraplanners, clients and providers, you will be responsible for preparing client reviews, maintaining accurate records, processing new business and helping to deliver a seamless client experience.

Key Responsibilities

Adviser & Client Support

  • Prepare client review packs and valuation reports.
  • Ensure client and policy information is accurate and up to date within back-office systems.
  • Gather and maintain information from product providers.
  • Update client plans, contributions, withdrawals and transfer information.
  • Produce client correspondence and reports as required.
  • Create and maintain accurate client records and documentation.
  • Support advisers with meeting preparation and follow-up activity.

    • Administration & New Business Processing

  • Process new business applications efficiently and accurately.
  • Liaise regularly with product providers regarding client cases.
  • Monitor outstanding requirements and proactively chase information.
  • Prepare cases for submission and ensure all required documentation is complete.
  • Assist with plan information validation and reconciliation activities.
  • Manage day-to-day client and provider enquiries via telephone and email.

    • Client Service & Compliance

  • Deliver a high standard of customer service at all times.
  • Ensure agreed client service standards are met.
  • Maintain compliance with FCA regulations and internal procedures.
  • Support Treating Customers Fairly (TCF) and Consumer Duty requirements.
  • Participate in ongoing training and professional development.
  • Contribute ideas to improve processes and client outcomes.

    • About you

    We're looking for an organised and proactive individual who enjoys working in a fast-paced financial planning environment and takes pride in delivering exceptional service.

    Essential Skills & Experience

  • Minimum 1 year's experience supporting Financial Advisers within a financial planning or wealth management environment.
  • Previous experience within the financial services industry.
  • Strong written and verbal communication skills.
  • Excellent attention to detail and accuracy.
  • Highly organised and methodical approach to work.
  • Strong IT and system skills.
  • Customer-focused mindset.
  • Ability to manage multiple tasks and priorities effectively.
  • A collaborative team player with a positive attitude.
  • GCSE Maths and English (Grade 5/C or above, or equivalent).

    • Desirable

  • Experience using Intelligent Office (IO) or similar back-office systems.
  • Understanding of financial planning products and advice processes.
  • Progress towards professional qualifications would be advantageous.

    • Skills

    Back-office SystemsClient Review PreparationConsumer DutyCorrespondence ProductionFCA RegulationsIntelligent Office (IO)Multi-task PrioritizationNew Business ProcessingPlan ReconciliationProduct Provider LiaisonRecords ManagementTCFValuation Reports

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