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Financial Planning Administrator - Private Client

TitanwhNorwich🇬🇧United Kingdom

Quick overview

SeniorityMid Senior
Employment typeFull Time
Work modeHybrid
LocationNorwich, United Kingdom
ComplianceContinuous ImprovementReconciliation

Job description

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.

As a Financial Services Administrator, you'll provide administrative support to multiple Financial Planners, helping to deliver an outstanding experience for both advisers and clients. Unlike traditional one-to-one support models, this role involves working across several advisers, requiring excellent communication skills, adaptability and the confidence to manage competing priorities.

The Norwich office is currently undergoing an exciting period of transformation as it becomes more closely aligned with the wider Titan Wealth business. With ongoing process improvements, system enhancements and evolving ways of working, we're looking for someone who embraces change and enjoys being part of a growing and evolving business.

Key Responsibilities

    Adviser & Client Support

  • Prepare client review packs and valuation reports.
  • Ensure client and policy information is accurate and up to date within back-office systems.
  • Gather and maintain information from product providers.
  • Update client plans, contributions, withdrawals and transfer information.
  • Produce client correspondence and reports as required.
  • Create and maintain accurate client records and documentation.
  • Support advisers with meeting preparation and follow-up activity.

    • Administration & New Business Processing

  • Process new business applications efficiently and accurately.
  • Liaise regularly with product providers regarding client cases.
  • Monitor outstanding requirements and proactively chase information.
  • Prepare cases for submission and ensure all required documentation is complete.
  • Assist with plan information validation and reconciliation activities.
  • Manage day-to-day client and provider enquiries via telephone and email.

    • Client Service & Compliance

  • Deliver a high standard of customer service at all times.
  • Ensure agreed client service standards are met.
  • Maintain compliance with FCA regulations and internal procedures.
  • Support Treating Customers Fairly (TCF) and Consumer Duty requirements.
  • Participate in ongoing training and professional development.
  • Contribute ideas to improve processes and client outcomes.

About you

    This role requires previous experience within a Financial Planning or Wealth Management environment. Candidates must have direct experience supporting Financial Advisers and a solid understanding of the financial planning process.

    We're particularly interested in individuals who demonstrate:

  • Previous Financial Planning Administration experience.
  • Direct experience supporting Financial Advisers.
  • A confident and proactive personality.
  • The ability to build strong relationships with multiple advisers and stakeholders.
  • Excellent organisational skills and attention to detail.
  • A positive attitude towards change and continuous improvement.
  • The confidence to challenge appropriately and ensure processes are followed.
  • The ability to adapt to evolving business needs and ways of working.
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.

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