Financial Planning Administrator

Titan Wealth; Gateshead; Hybrid; GBP 26,000 - 38,000; Full time

Benefits offered by this job

Pension plan

Private medical insurance

Hybrid working

25 days leave

Job summary

Titan Wealth in Gateshead is seeking a diligent Financial Planner Administrator to support advisers and manage client documentation. You will prepare review packs, ensure data accuracy, and liaise with product providers for smooth case progression.

The role involves handling high-net-worth client scenarios, maintaining compliance, and contributing to a professional, collaborative team environment. Hybrid working is offered, with extensive training and development opportunities.

Qualifications

• Experience supporting Financial Planners/Wealth Managers.
• Strong organisational and communication skills.
• Comfort discussing complex client portfolios with professionals.

Responsibilities

• Prepare client review packs and valuation reports.
• Maintain accurate client records in systems.
• Process new business applications with providers.
• Support advisers with meeting prep and follow-up.

Skills

Client Support

Adviser support

Attention to detail

Interpersonal skills

Education

Diploma in Financial Planning

Tools

CRM systems

Back-office software

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.

This is an excellent opportunity to join a well-established and growing financial planning team in Gateshead.

We are looking for someone who can hit the ground running and bring strong financial planning administration experience. This is not a role suited to candidates from provider or platform backgrounds alone. We are specifically seeking individuals who have supported Financial Planners or Wealth Managers directly and understand the advice process.

This team works with a sophisticated and often complex client portfolio, including:

• High net worth and ultra-high net worth clients
• Family groups and intergenerational wealth structures
• Trusts
• Venture Capital Trusts (VCTs)
• Enterprise Investment Schemes (EIS)
• Estate planning arrangements

You will regularly liaise not only with clients but also with solicitors, accountants and other professional connections to ensure the best outcomes for clients.

You will be supporting advisers that manages approximately £150 million AUM, making this an excellent opportunity for someone who enjoys working in a highly professional and technically interesting environment.

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

• Previous Client Support / IFA Administration experience within a Financial Planning or Wealth Management firm
• Experience supporting Financial Planners directly
• Strong interpersonal and relationship-building skills
• Confidence communicating with high-net-worth clients and professional introducers.T
• he ability to work proactively and anticipate adviser requirements.Excellent organisation and attention to detail
• A collaborative and team-oriented approach

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.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans.