Hybrid IFA Admin Specialist

Titan Wealth; Basingstoke; Hybrid; GBP 25,000 - 32,000; Full time

Benefits offered by this job

Competitive salary

Private Medical Insurance post probat​

Attractive Pension Scheme

25 days Annual Leave

Hybrid working

Discretionary bonus

Employee Assistance Programme

Job summary

Titan Wealth Group is expanding rapidly and this role provides essential support to Financial Advisers and Consultants, delivering compliant financial and product advice. The role offers hybrid working with three days in the office and two from home, helping advisers prepare client reviews and manage IO data efficiently.

We expect strong IFA administration experience, good communication, and a proactive, collaborative approach.

Qualifications

• Minimum 12 months IFA administration experience supporting an advisor.
• Regulatory or financial industry experience is desirable.
• Excellent written and oral communication skills.
• Methodical, organised and accurate with attention to detail.
• Computer literate with good problem solving abilities.
• Knowledge of the advice process and collaboration skills.
• Willingness to learn and develop in a regulated environment.

Responsibilities

• Support advisers to prepare for client reviews and keep IO data up to date.
• Request and chase plan information from providers; upload to IO.
• Update contributions/withdrawals from provider histories and link transfers.
• Ensure client policy information is complete on IO and validate funds.
• Check income expectations and accuracy of client plans.
• Collate costs/charges information including commissions and adviser fees.
• Create client valuation reports using standard IO templates.
• Produce OneNote packs: Client Charter, FE Analytics, KID, data forms.
• Prepare cases for AST submission and chase missing information.
• Handle day-to-day client queries via phone/email and maintain files.
• Assist with new business processing and provider liaison.
• Stay updated on product changes, compliance policies, and training.

Skills

IFA administration

Regulatory experience

Written and verbal communication

Organised / methodical

Computer literacy

Attention to detail

Problem solving

Knowledge of the advice process

Collaborative / team player

Willingness to learn

Education

GCSE Maths (5+)

GCSE English (5+)

Good standard of education

Tools

IO platform

Job description

Titan Wealth Group is expanding rapidly and this role provides essential support to Financial Advisers and Consultants, delivering compliant financial and product advice. The role offers hybrid working with three days in the office and two from home, helping advisers prepare client reviews and manage IO data efficiently.

We expect strong IFA administration experience, good communication, and a proactive, collaborative approach.