Financial Planning Administrator

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

Responsibilities

Client & Adviser Support

• 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.

New Business Administration

• 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.

Ongoing Servicing & Client Reviews

• 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.

Administration & Compliance

• 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.

About You

Essential Experience

• 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.

Desirable

• 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