Wealth Planning Admin | Hybrid Role Supporting Advisers

Titan Wealth; Norwich; Hybrid; GBP 27,000 - 36,000; Full time

Benefits offered by this job

Hybrid working

25 days annual leave

Pension scheme

Private medical insurance

Group life insurance

Income protection insurance

Discretionary bonus

Employee assistance programme

Job summary

Titan Wealth in Norwich is looking for a Financial Services Administrator to support multiple Financial Planners, ensuring an outstanding client experience. The role involves working across several advisers, requiring strong communication, adaptability and the ability to manage competing priorities.

The Norwich office is transforming to align with the wider Titan Wealth business. You will engage in process improvements, system enhancements and evolving ways of working as part of a growing team.

Qualifications

• This role requires previous experience within a Financial Planning or Wealth Management environment.
• Direct experience supporting Financial Advisers.
• Excellent organisational skills and attention to detail.

Responsibilities

• Provide Adviser & Client Support across multiple Financial Planners and clients.
• Prepare client review packs and valuation reports.
• Update client plans, contributions, withdrawals and transfer information.
• Produce client correspondence and reports.
• Create and maintain accurate client records and documentation.
• Support advisers with meeting preparation and follow-up activity.
• Process new business applications efficiently and accurately.
• Liaise with product providers and monitor outstanding requirements.
• Manage day-to-day client and provider enquiries via telephone and email.
• Maintain compliance with FCA regulations and internal procedures.

Skills

Financial planning administration

Experience supporting Financial Advise

Organisational skills

Attention to detail

Adaptability

Tools

Back-office systems

Job description

Titan Wealth in Norwich is looking for a Financial Services Administrator to support multiple Financial Planners, ensuring an outstanding client experience. The role involves working across several advisers, requiring strong communication, adaptability and the ability to manage competing priorities.

The Norwich office is transforming to align with the wider Titan Wealth business. You will engage in process improvements, system enhancements and evolving ways of working as part of a growing team.