Hybrid Financial Planning Administrator — Support to Advisers

Titan Wealth; Basingstoke; Hybrid; GBP 26,000 - 32,000; Full time

Benefits offered by this job

Competitive salary

Private Medical Insurance

Attractive Employee Pension Scheme

25 days Annual Leave

Office Christmas close

Life Assurance

Health cash plan

Hybrid working

Discretionary performance relatedbonus

Employee Assistance Programme

Flexible benefits

Job summary

Titan Wealth Planning (TWP), a subsidiary of Titan Wealth, is expanding its Basingstoke office with a Financial Planning Administrator role. This hybrid position supports advisers and consultants to enable compliant financial or product advice under FCA rules.

You will manage client data, plan updates, and communications with providers. The role emphasises accuracy, timely service, and strong collaboration with advisers.

Qualifications

• GCSE Maths and English at grade 5 or above or equivalent.
• 1 year minimum relevant experience supporting an adviser.
• Previous regulatory or financial industry experience.
• Strong communication and organisation skills.

Responsibilities

• Keep client and plan information up to date in IO.
• Request and chase plan information from providers; upload to IO.
• Update contributions and withdrawals using provider histories.
• Validate fund values and price feeds in IO for accuracy.
• Check client income expectations and update records as needed.
• Prepare client valuation reports using standard IO templates.
• Create and provide OneNote Packs for advisers.
• Prepare cases for AST submissions with complete plan information.

Skills

Communication skills

Organised

Computer literacy

Attention to detail

Problem solving

Adviser support exp

Regulatory exp

Customer focus

Service excellence

Team player

Education level

Education

GCSE Maths & English

Job description

Titan Wealth Planning (TWP), a subsidiary of Titan Wealth, is expanding its Basingstoke office with a Financial Planning Administrator role. This hybrid position supports advisers and consultants to enable compliant financial or product advice under FCA rules.

You will manage client data, plan updates, and communications with providers. The role emphasises accuracy, timely service, and strong collaboration with advisers.