Titanwh19h ago

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Financial Planning Administrator

United Kingdom·BristolPerm, Full Timemid

Finance & AccountingFinancial Planning

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Overview

Titan Wealth Consulting is a specialist financial planning business within Titan Wealth, supporting clients with international backgrounds and complex financial planning needs.

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Finance & AccountingFinancial Planning

Titan Wealth Consulting is a specialist financial planning business within Titan Wealth, supporting clients with international backgrounds and complex financial planning needs. Combining the agility and entrepreneurial spirit of a growing business with the backing of one of the UK's fastest-growing wealth management groups, Titan Wealth Consulting offers an opportunity to work with a unique client base, influence business processes, and play an active role in shaping the future of the organisation

Titan Wealth Consulting is a specialist financial planning business within the wider Titan Wealth Group. Formerly Arlo, the business has built a strong reputation for supporting clients with international backgrounds, particularly British expats returning to the UK after living and working overseas.

Our clients have often spent significant periods in the Middle East, Europe and other international locations before returning home, creating a unique and varied client base. With continued growth and expansion plans, we are looking to strengthen our Client Support team by appointing experienced Financial Planning Administrators who can play a key role in supporting advisers and delivering an exceptional client experience.

Whilst backed by the scale, resources and stability of Titan Wealth, Titan Wealth Consulting offers a more entrepreneurial environment where every team member can make a visible contribution and help shape the future of the business.

The Role:

We are seeking a Financial Planning Administrator in Bristol to provide comprehensive administrative support to our Financial Planners and their clients.

This is an excellent opportunity for someone who enjoys working in a collaborative environment where their contribution is highly valued. You will support advisers with all aspects of new business processing, ongoing servicing activities and client administration whilst helping to ensure an outstanding client experience throughout the advice journey.

The role offers the chance to work with a unique client base whilst continuing to utilise the core skills expected within a traditional Financial Planning Administrator position.

Act as a key point of contact for clients, advisers and third-party providers.

Build strong professional relationships through timely and efficient communication.

Provide proactive administrative support throughout the client journey.

Prepare documentation and supporting paperwork for client meetings.

Maintain accurate client records and ensure systems are updated consistently.

Assist advisers with diary management, meeting scheduling and follow-up actions.

Support the delivery of an exceptional client experience at every stage of the advice process.

Process new business applications across pensions, investments and protection products.

Obtain quotations, illustrations and provider information as required.

Liaise with product providers, platforms and third parties to progress applications.

Monitor outstanding cases and provide regular updates to advisers and clients.

Ensure all documentation is completed accurately and compliantly.

Support advisers with annual reviews and ongoing client servicing requirements.

Prepare review packs and valuation information.

Coordinate review meetings and associated administration.

Track outstanding actions and ensure service standards are maintained.

Assist with ongoing client requests and policy servicing activities.

Maintain accurate client data and records.

Adhere to internal procedures, FCA requirements and data protection regulations.

Support quality control and ensure all documentation meets regulatory standards.

Assist with process improvement initiatives and operational efficiencies.

Contribute positively to team projects and business growth initiatives.

Previous experience as a Financial Planning Administrator, Client Support Administrator or similar role within Wealth Management or Financial Planning.

Strong knowledge of financial planning administration processes.

Experience supporting advisers across pensions, investments and protection products.

Excellent organisational skills with the ability to manage multiple priorities.

Strong attention to detail and commitment to accuracy.

Confident communicator with excellent written and verbal skills.

Ability to work proactively and independently when required.

Comfortable working in a growing and evolving business environment.

Experience using Intelligent Office or similar back-office systems.

Exposure to international or expatriate clients (although not essential).

Confidence identifying and recommending process improvements.

A collaborative and solutions-focused approach.

Working towards or interested in professional financial services qualifications

Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:

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.

Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.

Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.

Terms

- Competitive salary

- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)

- 25 days Annual Leave + public holidays

- Buy and sell holidays up to 5 days

- Office Christmas close (3-days)

- A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.

- Hybrid working

- Further education and training support

- Discretionary performance related bonus

- Confidential Employee Assistance Programme

- 2 days per year for voluntary work

- 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 believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. 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.