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Titan Wealth Holdings
Titan Wealth Holdings
201 – 500 Employees
Skilled Worker Visa SponsorConsultingFinanceInsurance
Titan Wealth Holdings is a UK-based financial services company focused on discretionary fund management, wealth management, and asset management. Its services support investment managers and independent financial advisers through execution, administration, and integrated operational solutions designed to make the wealth management cycle more efficient. With a team of more than 200 employees, Titan Wealth Holdings also grows through the acquisition of asset management firms alongside organic development.
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IFA Administrator – Hybrid Financial Services Role

Support financial advisers with client reviews, valuations, provider liaison, and new business processing. This hybrid role with Titan Wealth Planning focuses on wealth management and retirement planning administration.

GBUnited KingdomHybridFull-timeJuniorNo degree requiredEnglish RequiredAdministration

Description

  • Support Financial Advisers and Consultants in delivering advice in line with FCA rules and internal procedures
  • Assist advisers with client review preparation
  • Maintain accurate client and plan records in IO
  • Request, follow up on, and upload information from providers
  • Record contributions, withdrawals, and transfers from provider transaction histories
  • Add outstanding policy details to IO
  • Verify funds, unit holdings, prices, and plan valuations
  • Review and update expected client income
  • Compile plan costs and charges, including commission, fund-based, and adviser charges
  • Prepare and review client valuation reports using IO templates
  • Assemble OneNote packs with Client Charters, FE Analytics research, KIDs, data capture forms, and valuation reports
  • Compare previous and current centralised investment propositions
  • Prepare AST submissions by completing plan checklists and following up with providers
  • Analyse data and work with advisers to maintain accurate valuations and revenue information
  • Work with advisers and client support teams to provide effective customer service
  • Draft client correspondence
  • Answer calls received through the Main Hunt Group
  • Respond to client and provider enquiries by phone and email
  • Create and maintain well-organised client files
  • Process new business and submit applications
  • Coordinate with and follow up on product providers
  • Monitor new products, technical developments, and legislative changes
  • Follow compliance policies and procedures
  • Participate in training and professional development
  • Complete ad hoc tasks in line with TCF principles and business needs

Requirements

  • At least 12 months of IFA administration experience supporting an adviser
  • Previous experience in a regulated or financial services environment is desirable
  • Strong written and verbal communication skills
  • Methodical, organised approach to work
  • Confidence using computers
  • High accuracy and attention to detail
  • Effective problem-solving ability
  • Understanding of the financial advice process
  • Collaborative, proactive, and curious working style
  • Willingness to learn, develop, and move beyond familiar responsibilities
  • Good general educational standard
  • GCSE Maths and English at grade 5 or above, or equivalent
  • Ability to follow FCA regulations and internal company procedures
  • Commitment to Titan’s values of Creativity, Commitment, and Collaboration

Benefits

  • Competitive salary
  • Private medical insurance after probation
  • Employee pension scheme with a 7.5% employer contribution and minimum 3% employee contribution
  • 25 days of annual leave, with the option to buy or sell up to 5 days
  • Three-day office closure over Christmas
  • Life assurance
  • Health cash plan
  • Hybrid working arrangement
  • Discretionary performance-related bonus
  • Employee Assistance Programme
  • Flexible benefits selection
  • Ongoing support for professional development and further learning
  • Defined opportunities for career progression

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