Financial Planning Administrator
Birmingham, England, United Kingdom Full-time Posted 1 hour ago
Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions.
We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term.
Titan Wealth Planning is a specialist financial planning business within the Titan Wealth Group. We provide best-in-class advice across wealth management, retirement planning and employee benefits, helping individuals, families and businesses achieve their financial goals.
We are now looking for a Financial Planning Administrator to join our growing team in Meriden - Birmingham. This is a hybrid role, offering the flexibility to work both from home and from the office while supporting our Financial Advisers in delivering outstanding client outcomes.
The Opportunity
As a Financial Planning Administrator, you will play a key role in supporting Financial Advisers and Consultants, ensuring clients receive an exceptional level of service and that all advice processes are managed efficiently and compliantly.
Working closely with advisers, paraplanners, clients and providers, you will be responsible for preparing client reviews, maintaining accurate records, processing new business and helping to deliver a seamless client experience.
Key Responsibilities
Adviser & Client Support
We're looking for an organised and proactive individual who enjoys working in a fast-paced financial planning environment and takes pride in delivering exceptional service.
Essential Skills & Experience
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.
Terms
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term.
Titan Wealth Planning is a specialist financial planning business within the Titan Wealth Group. We provide best-in-class advice across wealth management, retirement planning and employee benefits, helping individuals, families and businesses achieve their financial goals.
We are now looking for a Financial Planning Administrator to join our growing team in Meriden - Birmingham. This is a hybrid role, offering the flexibility to work both from home and from the office while supporting our Financial Advisers in delivering outstanding client outcomes.
The Opportunity
As a Financial Planning Administrator, you will play a key role in supporting Financial Advisers and Consultants, ensuring clients receive an exceptional level of service and that all advice processes are managed efficiently and compliantly.
Working closely with advisers, paraplanners, clients and providers, you will be responsible for preparing client reviews, maintaining accurate records, processing new business and helping to deliver a seamless client experience.
Key Responsibilities
Adviser & Client Support
- Prepare client review packs and valuation reports
- Ensure client and policy information is accurate and up to date within back-office systems
- Gather and maintain information from product providers
- Update client plans, contributions, withdrawals and transfer information
- Produce client correspondence and reports as required
- 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 regularly with product providers regarding client cases
- Monitor outstanding requirements and proactively chase information
- Prepare cases for submission and ensure all required documentation is complete
- Assist with plan information validation and reconciliation activities
- Manage day-to-day client and provider enquiries via telephone and email
- Deliver a high standard of customer service at all times
- Ensure agreed client service standards are met
- Maintain compliance with FCA regulations and internal procedures
- Support Treating Customers Fairly (TCF) and Consumer Duty requirements
- Participate in ongoing training and professional development
- Contribute ideas to improve processes and client outcomes
We're looking for an organised and proactive individual who enjoys working in a fast-paced financial planning environment and takes pride in delivering exceptional service.
Essential Skills & Experience
- Minimum 1 year's experience supporting Financial Advisers within a financial planning or wealth management environment
- Previous experience within the financial services industry
- Strong written and verbal communication skills
- Excellent attention to detail and accuracy
- Highly organised and methodical approach to work
- Strong IT and system skills
- Customer-focused mindset
- Ability to manage multiple tasks and priorities effectively
- A collaborative team player with a positive attitude
- GCSE Maths and English (Grade 5/C or above, or equivalent)
- Experience using Intelligent Office (IO) or similar back-office systems
- Understanding of financial planning products and advice processes
- Progress towards professional qualifications would be advantageous
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.
Terms
- Competitive salary
- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
- 25 days Annual Leave + public holidays
- Buy and sell holidays up to 5 days
- Office Christmas close (3-days)
- A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance
- Hybrid working
- Further education and training support
- Discretionary performance related bonus
- Confidential Employee Assistance Programme
- 2 days per year for voluntary work
- And lots of flexible benefits to choose from!
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
