Financial Planning Administrator home and office working in Basingstoke, Hampshire

Job Description 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 expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. We are seeking a proactive and highly organised Client Support Administrator to join our growing Private Client team in Basingstoke. This is an excellent opportunity for someone with experience supporting Financial Advisers who is looking to develop their career within a fast-growing and ambitious wealth management business. In this role, you will work closely with Advisers and Consultants, providing high-quality administrative and client support to help deliver exceptional financial planning and investment advice. As a trusted member of the team, you will liaise regularly with clients, providers and internal stakeholders, helping to ensure a seamless and professional service is delivered at every stage. This position offers exposure to a wide range of financial planning activities and is ideal for someone who enjoys building relationships, thrives in a fast-paced environment and takes pride in delivering outstanding customer service. Joining Titan Wealth means becoming part of a collaborative and supportive culture where professional development is encouraged. With clear career progression opportunities, ongoing training and the chance to build your technical knowledge, this role offers a fantastic platform for anyone looking to further their career within wealth management. This is a hybrid role based from our newly refurbished Basingstoke office, offering a competitive salary, bonus and benefits package alongside genuine opportunities for growth and advancement. Helping advisers to prepare for client reviews by: Adding the details of any missing policy information to IO as required Validating all funds held within IO, ensuring that unit balances are recorded correctly, and any price feeds automatically pull through to produce an accurate plan value KID (Key Information Documents) Data capture form from IO Client Valuation Report Producing comparisons between old and new centralised investment propositions Preparing cases for submission to the AST team by producing and completing plan information checklists and chasing providers for missing plan information via phone and email. Interrogation of the data and liaison with the adviser to ensure the data held within the system is correct and consequently valuations and revenue will match. Answering phone calls as they come in via the Main Hunt Group To deal efficiently with all day-to-day telephone and email enquiries from clients and providers. Always comply with the Compliance policies Engage with training and development as applicable Perform ad hoc tasks as and when required, always bearing in mind TCF and the needs of the business. Essential Skills, qualities and Experience required: A minimum 12 month’s IFA administration experience, supporting an advisor Previous regulatory or financial industry experience is desirable Computer literate Maths and English GCSE, grade 5 or above, or equivalent. Commercial Awareness