Wealth Advisory Support Administrator (Hybrid)

Titan Wealth Holdings Limited; Glasgow; Hybrid; GBP 22,000 - 28,000; Full time

Benefits offered by this job

Competitive salary

Private medical insurance

Pension scheme

25 days leave

Office closure

Life assurance

Health cash plan

Hybrid working

Bonus

Employee assistance

Flexible benefits

Job summary

Titan Wealth Group in Scotland is expanding its IFA administration team to support financial advisers with client reviews, plan data, and regulatory compliance. The role is hybrid, based at the Inverurie office, and involves data management in IO, preparing client valuations, and liaising with providers to keep plans up to date.

We value 12 months IFA admin experience, strong communication, meticulous attention to detail, and a collaborative mindset. Competitive salary and benefits offered.

Qualifications

• 12 months IFA administration experience
• Regulatory or financial industry experience desirable
• Excellent written and verbal communication skills
• Methodical and organised approach
• Computer literate with attention to detail
• Knowledge of the advice process is a plus
• Team player with initiative and curiosity
• Desire to learn and develop in a dynamic environment

Responsibilities

• Assist advisers to prepare for client reviews by updating client and plan information on the IO system
• Request and collate plan information from providers and upload to IO
• Update contributions and withdrawals from provider history and link transfers within plans
• Validate funds and ensure price feeds drive accurate plan values
• Check client income expectations and reflect changes in valuations
• Produce client valuation reports and associated documents
• Prepare OneNote packs (Client Charter, KID, data capture forms)
• Liaise with providers and advisers to resolve missing information and ensure timely responses
• Handle day-to-day telephone and email enquiries from clients and providers
• Maintain accurate client files and support new business processing
• Stay up to date with product, technical and regulatory changes and support with training

Skills

IFA administration

Regulatory awareness

Communication skills

Organised

Problem solving

Education

GCSE Maths & English 5+

Good standard of education

Job description

Titan Wealth Group in Scotland is expanding its IFA administration team to support financial advisers with client reviews, plan data, and regulatory compliance. The role is hybrid, based at the Inverurie office, and involves data management in IO, preparing client valuations, and liaising with providers to keep plans up to date.

We value 12 months IFA admin experience, strong communication, meticulous attention to detail, and a collaborative mindset. Competitive salary and benefits offered.