Titan Wealth Consulting is a specialist financial planning business within the wider Titan Wealth Group. Formerly Arlo, the business has built a strong reputation for supporting clients with international backgrounds, particularly British expats returning to the UK after living and working overseas.
Our clients have often spent significant periods in the Middle East, Europe and other international locations before returning home, creating a unique and varied client base. With continued growth and expansion plans, we are looking to strengthen our Client Support team by appointing experienced Financial Planning Administrators who can play a key role in supporting advisers and delivering an exceptional client experience.
Whilst backed by the scale, resources and stability of Titan Wealth, Titan Wealth Consulting offers a more entrepreneurial environment where every team member can make a visible contribution and help shape the future of the business.
The Role:
We are seeking a Financial Planning Administrator in Bristol to provide comprehensive administrative support to our Financial Planners and their clients.
This is an excellent opportunity for someone who enjoys working in a collaborative environment where their contribution is highly valued. You will support advisers with all aspects of new business processing, ongoing servicing activities and client administration whilst helping to ensure an outstanding client experience throughout the advice journey.
The role offers the chance to work with a unique client base whilst continuing to utilise the core skills expected within a traditional Financial Planning Administrator position.
Responsibilities
- Act as a key point of contact for clients, advisers and third-party providers.
- Build strong professional relationships through timely and efficient communication.
- Provide proactive administrative support throughout the client journey.
- Prepare documentation and supporting paperwork for client meetings.
- Maintain accurate client records and ensure systems are updated consistently.
- Assist advisers with diary management, meeting scheduling and follow-up actions.
- Support the delivery of an exceptional client experience at every stage of the advice process. New Business Administration
- Process new business applications across pensions, investments and protection products.
- Obtain quotations, illustrations and provider information as required.
- Liaise with product providers, platforms and third parties to progress applications.
- Monitor outstanding cases and provide regular updates to advisers and clients.
- Ensure all documentation is completed accurately and compliantly. Ongoing Servicing & Client Reviews
- Support advisers with annual reviews and ongoing client servicing requirements.
- Prepare review packs and valuation information.
- Coordinate review meetings and associated administration.
- Track outstanding actions and ensure service standards are maintained.
- Assist with ongoing client requests and policy servicing activities. Administration & Compliance
- Maintain accurate client data and records.
- Adhere to internal procedures, FCA requirements and data protection regulations.
- Support quality control and ensure all documentation meets regulatory standards.
- Assist with process improvement initiatives and operational efficiencies.
- Contribute positively to team projects and business growth initiatives.
About You
- Previous experience as a Financial Planning Administrator, Client Support Administrator or similar role within Wealth Management or Financial Planning.
- Strong knowledge of financial planning administration processes.
- Experience supporting advisers across pensions, investments and protection products.
- Excellent organisational skills with the ability to manage multiple priorities.
- Strong attention to detail and commitment to accuracy.
- Confident communicator with excellent written and verbal skills.
- Ability to work proactively and independently when required.
- Comfortable working in a growing and evolving business environment. Desirable
- Experience using Intelligent Office or similar back-office systems.
- Exposure to international or expatriate clients (although not essential).
- Confidence identifying and recommending process improvements.
- A collaborative and solutions-focused approach.
- Working towards or interested in professional financial services qualifications
Skills Required
- Previous experience as a Financial Planning Administrator, Client Support Administrator or similar within Wealth Management or Financial Planning
- Strong knowledge of financial planning administration processes
- Experience supporting advisers across pensions, investments and protection products
- Excellent organisational skills with ability to manage multiple priorities
- Strong attention to detail and commitment to accuracy
- Confident communicator with excellent written and verbal skills
- Ability to work proactively and independently when required
- Comfortable working in a growing and evolving business environment
- Experience using Intelligent Office or similar back-office systems
- Exposure to international or expatriate clients
- Working towards or interested in professional financial services qualifications
- Confidence identifying and recommending process improvements
What We Do
Titan is a discretionary fund management / wealth and asset management business. Targeting £50 billion in assets under administration over the next three to five years and assets under management of £40 billion, Titan aims to bring high-quality execution and administration to the asset and wealth management sector. Titan provides execution, custody, clearing and wealth management services to small and medium sized broker dealers, proprietary traders, intermediaries, family offices and wealth managers and platform services, custody and investment solutions to financial advisors, family offices, retail clients and institutions via a network of trusted intermediaries.
