Wealth Planning Admin | Hybrid Role & Growth

Titan Wealth Holdings Limited; Costessey; Hybrid; GBP 28,000 - 36,000; Full time

Benefits offered by this job

Hybrid working

Pension scheme

Private medical insurance

Life insurance

Income protection insurance

Discretionary bonus

Volunteer days

Job summary

Titan Wealth Group in the UK is recruiting a Financial Services Administrator to support multiple Financial Planners, delivering an excellent client and adviser experience across several advisers.

Based in our Norwich office, this role requires strong organisational skills, attention to detail and the ability to adapt to changing processes while maintaining FCA compliance and a high standard of service.

Qualifications

• Experience in a Financial Planning or Wealth Management environment.
• Direct experience supporting Financial Advisers.
• Excellent organisational skills and attention to detail.
• Ability to manage competing priorities.

Responsibilities

• Adviser & Client Support: Prepare client review packs and valuation reports.
• Administration & New Business Processing: Process applications; liaise with providers.
• Client Service & Compliance: Maintain FCA compliance and Treating Customers Fairly requirements.
• General: Manage day-to-day client and provider enquiries via telephone and email.

Skills

Financial Planning Admin

Support for Advisers

Organisational Skills

Job description

Titan Wealth Group in the UK is recruiting a Financial Services Administrator to support multiple Financial Planners, delivering an excellent client and adviser experience across several advisers.

Based in our Norwich office, this role requires strong organisational skills, attention to detail and the ability to adapt to changing processes while maintaining FCA compliance and a high standard of service.