IFA Administrator: Remote Wealth Planning Support

Titan Wealth Holdings Limited; West of England; Hybrid; GBP 26,000 - 34,000; Full time

Benefits offered by this job

Competitive salary

Private medical insurance

Pension scheme

25 days leave

Office close during holidays

Life assurance

Health plan

Hybrid working

Bonus potential

EAP

Flexible benefits

Job summary

Titan Wealth Holdings is expanding and seeks an IFA Administrator to join our Client Services Administration Team in Bristol. You’ll support two desk-based Financial Planners, handling pre‑ and post‑sales tasks, client queries, and documentation for a high‑quality service.

We value accuracy, regulatory understanding, and a client-focused, organised approach. Hybrid working and a comprehensive benefits package are provided.

Qualifications

• Minimum of 12 months’ experience as an IFA Administrator in financial planning.
• Strong understanding of the financial advice process and regulatory requirements.
• IO back‑office experience desirable.
• Highly organised with strong attention to detail.
• Confident communicator with a client‑focused approach.
• Able to manage multiple priorities in a fast‑paced environment.
• Comfortable supporting desk‑based / remote Financial Planners.

Responsibilities

• Provide full pre‑ and post‑sales administration support.
• Act as a primary point of contact for clients and respond to queries professionally.
• Prepare and process new business applications, valuations, and policy documentation.
• Liaise with product providers, platforms, and internal teams.
• Maintain accurate client records and manage workflows via back‑office systems.
• Support Financial Planners with diary management, client onboarding and ongoing servicing.
• Ensure all activity meets FCA and internal compliance standards.

Skills

IFA administration

Client communication

Regulatory knowledge

Back-office systems

Diary management

Client onboarding

Attention to detail

Multi-priority management

Remote support

Tools

Back-office software

Job description

Titan Wealth Holdings is expanding and seeks an IFA Administrator to join our Client Services Administration Team in Bristol. You’ll support two desk-based Financial Planners, handling pre‑ and post‑sales tasks, client queries, and documentation for a high‑quality service.

We value accuracy, regulatory understanding, and a client-focused, organised approach. Hybrid working and a comprehensive benefits package are provided.