Titan Wealth Holdings

IFA Administrator

Posted 18 Days Ago

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Bristol, England, GBR

Hybrid

Junior

Financial Services

The Role

The IFA Administrator provides end-to-end administrative support for financial planners, handling client inquiries, processing applications, and ensuring compliance with regulatory standards.

Summary Generated by Built In

The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses.

Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It’s an inspiring time to join the team!

Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals.

Titan Wealth Holdings is continuing to grow, and we’re now looking for an IFA Administrator to join our new Client Services Administration Team based in Bristol.

This role will provide dedicated support to our desk‑based, remote Financial Planners, playing a key part in delivering a smooth, high‑quality service to our clients.

The Role

As an IFA Administrator, you’ll be responsible for providing end‑to‑end administrative support across the full advice lifecycle. You’ll act as a key point of contact for clients while supporting two desk‑based Financial Planners, ensuring all pre‑ and post‑sales activity is carried out efficiently, accurately, and in line with regulatory requirements.

Responsibilities

Providing full pre‑ and post‑sales administration support
Acting as a primary point of contact for clients, responding to queries professionally and efficiently
Preparing and processing new business applications, valuations, and policy documentation
Liaising with product providers, platforms, and internal teams
Maintaining accurate client records and managing workflows via back‑office systems
Supporting Financial Planners with diary management, client onboarding, and ongoing servicing
Ensuring all activity meets FCA and internal compliance standards

About you

Minimum of 12 months’ experience working as an IFA Administrator within financial planning

Strong understanding of the financial advice process and regulatory requirements

IO back‑office experience highly desirable

Highly organised with strong attention to detail

Confident communicator with a client‑focused approach

Able to manage multiple priorities in a fast‑paced environment

Comfortable supporting desk‑based / remote Financial Planners

Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:

Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.

Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.

Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.

Some of our benefits:

- Competitive salary

- Private Medical Insurance post probation

- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)

- 25 days Annual Leave (plus buy and sell up to 5 days)

- Office Christmas close (3-days)

- Life Assurance

- Health cash plan

- Hybrid working

- Discretionary performance related bonus

- Employee Assistance Programme

- Lunch and snacks provided in the Bristol office.

- And lots of flexible benefits to choose from!

The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.

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The Company

London

91 Employees

Year Founded: 2020

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.