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. Titan Wealth Holdings is continuing to grow, and we’re now looking for an IFA Administrator to join our new Client Services Administration Team based in Bristol. This role will provide dedicated support to our desk-based, remote Financial Planners, playing a key part in delivering a smooth, high-quality service to our clients. As an IFA Administrator, you’ll be responsible for providing end-to-end administrative support across the full advice lifecycle. You’ll act as a key point of contact for clients while supporting two desk-based Financial Planners, ensuring all pre- and post-sales activity is carried out efficiently, accurately, and in line with regulatory requirements. Preparing and processing new business applications, valuations, and policy documentation Maintaining accurate client records and managing workflows via back-office systems Supporting Financial Planners with diary management, client onboarding, and ongoing servicing Minimum of 12 months’ experience working as an IFA Administrator within financial planning Strong understanding of the financial advice process and regulatory requirements IO back-office experience highly desirable Comfortable supporting desk-based / remote Financial Planners Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Competitive salary ~ Private Medical Insurance post probation ~ Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) ~25 days Annual Leave (plus buy and sell up to 5 days) ~ Office Christmas close (3-days) ~ Life Assurance ~ Health cash plan ~ Hybrid working ~ Discretionary performance related bonus ~ Employee Assistance Programme ~ And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.
Home based Financial Planning Administrator in Bristol employer: Titan Wealth Holdings Limited
Titan Wealth is an exceptional employer, offering a dynamic work environment that fosters creativity, collaboration, and commitment. With a strong focus on employee growth, the company provides extensive benefits including a competitive salary, attractive pension scheme, and support for further education, all while promoting a culture of inclusivity and flexibility. Located in the UK and South Africa, Titan Wealth empowers its employees to drive meaningful change and achieve their professional ambitions within a rapidly growing wealth management business.
Contact Details:
Titan Wealth Holdings Limited Recruitment Team
