The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It’s an inspiring time to join the team!
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. Our mission is to help businesses and their employees explore, set, and achieve their financial goals.
This role is responsible for creating a welcoming and professional environment for staff, visitors, and customers while providing essential administrative support to ensure smooth office operations. Key duties include managing maintenance requests, setting up rooms, handling supplies, sorting mail, and assisting with general administrative tasks. The position requires a flexible, multi‑skilled approach to support the team and maintain a safe, healthy workplace that meets health and safety standards and delivers excellent service to all stakeholders.
Responsibilities
- Greet visitors professionally and courteously, issuing temporary access passes and providing site‑specific health and safety information.
- Manage incoming calls, handling queries promptly and professionally.
- Sort incoming mail into departmental areas and oversee arrangements for outgoing post, maintaining postage records and managing franking machines.
- Coordinate booking systems for meeting rooms and visitor car parking spaces, ensuring visitor areas and meeting rooms remain clean and tidy.
- Receive helpdesk calls for the Facilities Team, resolving issues where possible and escalating complex queries.
- Carry out ad hoc mailings and undertake projects to support business needs and departmental objectives.
- Work closely with the Admin Team Leader to ensure health and safety certificates are up to date.
- Maintain accurate records of key holders and first aiders.
- Ensure the office environment is safe, clean, and well‑maintained, supporting health and safety standards at all times.
- Perform any other duties as required by the Admin Team Leader to support the smooth running of the office and compliance with health and safety standards.
- in the department.
- Work and connect with other facilities/reception colleagues across the group to collaborate on improvement and integrating and aligning to Titan processes.
- Supporting broader Titan wealth team with ad hoc projects.
- Adhere to all FCA regulations including consumer duty.
Critical Skills
- Communication Skills – Ability to interact professionally with staff, visitors, and customers, both in person and over the phone.
- Organisation & Time Management – Efficiently manage multiple tasks such as bookings, mail handling, and administrative duties.
- Attention Detail – Maintain accurate records for health and safety certificates, key holders, and first aiders.
- Problem‑Solving – Resolve helpdesk queries promptly and elevate issues when necessary.
- IT Proficiency – Competent in using booking systems, email, and office software; familiarity with franking machines and helpdesk tools.
- Health & Safety Awareness – Understanding of workplace safety standards and compliance requirements.
- Flexibility & Adaptability – Ability to handle ad hoc tasks and adjust to changing priorities.
- Customer Service Orientation – Deliver a welcoming and professional experience for all stakeholders.
Experience Required
- Previous experience in an administrative or facilities support role, ideally within a corporate or office environment.
- Experience in customer service or front‑of‑house duties, including greeting visitors and managing reception tasks.
- Familiarity with health and safety compliance, including maintaining certificates and records.
- Experience using booking systems for meeting rooms and visitor parking.
- Handling mailroom operations, including sorting incoming/outgoing post and managing franking.
Qualifications
- standard of education.
- Maths and English GCSE, grade 5 or above, or equivalent.
Core Values
- 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 a 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.
Benefits
- Competitive salary.
- Private Medical Insurance post probation.
- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee).
- 25 days Annual Leave (plus buy and sell up to 5 days).
- Office Christmas close (3‑days).
- Life Assurance.
- Health cash plan.
- Hybrid working.
- Discretionary performance‑related bonus.
- Employee Assistance Programme.
- Lunch and snacks provided in the Bristol office.
- And lots of flexible benefits to choose from!
Equal Opportunities
The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of 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.