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Titan Wealth Holdings Limited

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Senior Financial Planning Administrator

BristolHybrid

AI Summary

Supports Financial Planners and high-net-worth clients by preparing review packs, processing new business, maintaining client records, and liaising with pension, investment, and protection providers in a wealth management environment.

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.

This is an excellent opportunity for an experienced Financial Planning or Wealth Management Administrator who enjoys working in a client-focused environment and wants to play a key role in supporting Financial Planners and high-net-worth clients.

As a senior member of the Client Support team, you will be responsible for delivering a first-class service throughout the client journey, supporting advisers with client reviews, ongoing servicing, new business processing, and technical administration. You will also act as a role model within the team, providing guidance, coaching, and support to colleagues where required.

Responsibilities

  • Support Financial Planners in the delivery of ongoing advice and client servicing.
  • Prepare client review packs, valuations, and supporting documentation.
  • Obtain and maintain accurate policy and provider information.
  • Liaise directly with pension, investment, and protection providers.
  • Process new business submissions and monitor cases through to completion.
  • Ensure all client records and documentation are maintained accurately within back-office systems.
  • Manage client and provider queries professionally and efficiently.
  • Assist with technical requests, investigations, and complex administrative cases.
  • Support the Team Manager during periods of absence and contribute to coaching and mentoring colleagues.
  • Identify opportunities to improve processes and enhance the client experience.
  • Help ensure regulatory and compliance standards are maintained at all times.

    • About you

    We're looking for someone who brings:

  • Previous experience within Financial Planning, Wealth Management, or an IFA environment.
  • Strong knowledge of pensions, investments, and financial planning administration.
  • Experience supporting Financial Planners or Wealth Advisers.
  • Excellent organisational skills and outstanding attention to detail.
  • The ability to prioritise multiple tasks and meet deadlines in a fast-paced environment.
  • Strong communication skills and confidence dealing with clients, providers, and internal stakeholders.
  • A proactive approach to problem-solving and service delivery.
  • Experience using back-office systems such as Intelliflo Office (IO) or similar platforms would be advantageous.
  • A collaborative mindset with a willingness to support and develop colleagues

    • Skills

    Back-office SystemsClient Record ManagementFinancial Planning AdministrationIntelliflo Office (IO)Investments AdministrationNew Business ProcessingPensions AdministrationRegulatory Compliance

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