IFA Administrator – Hybrid Wealth Planning Support

Titan Wealth Holdings Limited; City of Edinburgh; Hybrid; GBP 24,000 - 34,000; Full time

Benefits offered by this job

Competitive salary

Private Medical Insurance post-prob |

Attractive Employer Pension Scheme (7.

Job summary

Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning.

This role provides support to financial advisers to enable provision of financial or product advice to clients in line with FCA rules and company procedures. The role is hybrid, working from our office in Inverurie, and requires a minimum of 12 months IFA administration experience, plus good communication skills and a

Qualifications

• Minimum 12 months IFA administration experience supporting an adviser.
• Regulatory or financial industry experience desirable.
• Strong written and oral communication skills.

Responsibilities

• Assist advisers in client reviews by ensuring client and plan data are up to date in IO.
• Request plan information from providers and upload to IO.
• Update contributions/withdrawals using provider histories and link transfers.
• Add missing policy information to IO and validate fund values.
• Check income expectations across client plans and update records.
• Prepare client valuation reports from IO templates and distribute as required.

Skills

IFA administration

Regulatory experience

Communication skills

Education

Maths GCSE

English GCSE

Tools

IO platform

Job description

Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning.

This role provides support to financial advisers to enable provision of financial or product advice to clients in line with FCA rules and company procedures. The role is hybrid, working from our office in Inverurie, and requires a minimum of 12 months IFA administration experience, plus good communication skills and a