Hybrid Financial Planning Administrator – Client-Focused Support

Titan Wealth Holdings Limited; Bristol (VA); Hybrid; USD 42,838 - 56,224; Full time

Benefits offered by this job

Competitive salary

Pension scheme

25 days annual leave

Hybrid working

Private medical insurance

Group life insurance

Income protection

Education and training support

Discretionary bonus

Job summary

Titan Wealth Consulting, part of Titan Wealth Group, is seeking a Financial Planning Administrator in Bristol to provide comprehensive administrative support to our Financial Planners and clients. This is an excellent opportunity in a collaborative environment where your contribution is valued and you can help shape how we deliver advice.

You will handle new business processing, ongoing servicing, and client administration while ensuring a superior client experience.

Qualifications

• Previous experience as a Financial Planning Administrator or similar within Wealth Management.
• Strong knowledge of financial planning administration processes.
• Experience supporting advisers across pensions, investments and protection products.
• Excellent organisational skills and ability to manage multiple priorities.
• Strong attention to detail and accuracy; proactive communicator.

Responsibilities

• Provide comprehensive administrative support to Financial Planners and clients.
• Process new business applications across pensions, investments and protection.
• Obtain quotations and provider information; liaise with platforms and providers.
• Prepare review packs and coordinate client reviews.
• Maintain accurate client data and ensure regulatory compliance.

Skills

Financial planning administration

Wealth management knowledge

Pensions and investments knowledge

Organisational skills

Attention to detail

Communication skills

Independent working

Education

Professional financial services qualifications (desirable)

Tools

Intelligent Office

Job description

Titan Wealth Consulting, part of Titan Wealth Group, is seeking a Financial Planning Administrator in Bristol to provide comprehensive administrative support to our Financial Planners and clients. This is an excellent opportunity in a collaborative environment where your contribution is valued and you can help shape how we deliver advice.

You will handle new business processing, ongoing servicing, and client administration while ensuring a superior client experience.