Financial Planning Administrator

Titan Wealth Holdings Limited; Birmingham; Hybrid; GBP 22,000 - 28,000; Full time

Benefits offered by this job

Hybrid working

25 days Annual Leave

Private medical insurance

Group life insurance

Discretionary bonus

Job summary

Titan Wealth is seeking a Client Support Administrator in Meriden to join a collaborative team that delivers high-quality administrative support and enhances the client experience. The role offers opportunity for growth within a supportive, advise-led wealth management environment.

You will work within a pod structure, handling client records, back-office tasks and liaison with product providers, with emphasis on accuracy and service quality.

Qualifications

• Experience in financial services administration or wealth management (preferred).
• Strong teamwork and client-facing skills.
• Organised, adaptable and eager to learn.
• Positive, proactive attitude with ability to build relationships.

Responsibilities

• Prepare client review packs and valuation reports.
• Process new business applications and liaise with product providers.
• Maintain compliant client records and back-office data.
• Support advisers with meetings and follow-up.

Skills

Team player

Customer service

Organised

Communication

Attention to detail

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.

At Titan Wealth, we're looking for a Client Support Administrator to join our growing team in Meriden. This is an exciting opportunity for someone who enjoys working collaboratively, building strong relationships, and playing a key role in delivering exceptional support to advisers and clients alike.

About the Role

You will join a close-knit and supportive team environment where collaboration is at the heart of everything we do. Initially, you will work within a pod structure alongside other Client Support professionals and advisers, providing high-quality administrative support and contributing to an outstanding client experience.

As the business continues to evolve, there is the opportunity for the role to develop further, with greater ownership and responsibility supporting a dedicated group of advisers.

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

For this role, personality and cultural fit are just as important as experience. We are looking for a genuine team player who enjoys working with others, contributes positively to team culture, and thrives in a collaborative environment.

We would welcome applications from candidates with financial services administration experience, including those from:

• Financial Planning and Wealth Management firms
• Investment Management businesses
• Provider organisations
• Investment and Pension Platforms

Most importantly, we're looking for someone who:

• Has a positive and proactive attitude
• Enjoys working as part of a team
• Builds strong relationships with colleagues and clients
• Takes pride in delivering excellent service
• Is organised, adaptable and eager to learn
• Wants to be part of a supportive and growing office culture

If you're an experienced Financial Services Administrator looking for a role where your personality, teamwork and client focus will be valued as much as your technical experience, we'd love to hear from you.

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.