Financial Planning Administrator

Titanwh; West of England; On-site; GBP 25,000 - 35,000; Full time

Benefits offered by this job

Hybrid working

Private medical insurance

Pension scheme

23–25 days annual leave

Discretionary bonus

Job summary

Titan Wealth Consulting in Bristol is seeking a Financial Planning Administrator to support financial advisers and clients across the full advice journey. You will handle new business processing, ongoing servicing, and client administration, ensuring a high-quality client experience.

The role offers hybrid working and exposure to pensions, investments and protection products within a growing wealth management business.

Qualifications

• Previous experience as a Financial Planning Administrator, Client Support Administrator or similar in Wealth Management/Financial Planning.
• Strong knowledge of financial planning administration processes.
• Excellent organizational and communication skills.
• Ability to manage multiple priorities and work independently.

Responsibilities

• Provide administrative support to Financial Planners and clients throughout the advice journey.
• Handle new business processing, servicing activities and client documentation.
• Manage diary, meetings and follow-up actions for advisers.
• Prepare documentation for client meetings and maintain accurate records.

Skills

Financial planning administration

Organization

Communication

Diary management

Tools

Intelligent Office

Job description

About Titan Wealth Consulting

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

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.

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

Financial Planning Administrator – Bristol

We are seeking a Financial Planning Administrator in Bristol to provide comprehensive administrative support to our Financial Planners and their clients. This role offers the opportunity to work with a unique client base while utilizing core skills expected in a traditional admin position.

Key responsibilities include supporting advisers with new business processing, ongoing servicing activities and client administration, ensuring an outstanding client experience throughout the advice journey.

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.

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.

Benefits

• 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)
• 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
• 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.