Financial Planning Administrator

Titan Wealth Holdings Limited

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Bristol hybrid Until 9/28/2026 1+ years exp First posted April 14, 2026 Last posted July 30, 2026
Job description
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
- 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.
About this role

Summary

Provide administrative support for financial planners, handling client queries, applications, and compliance tasks.

Job title

Financial Planning Administrator

Experience level

1+ years

Minimum experience

1+ years exp

Industry

financial services

Location requirements

on-site in Bristol, flexible hybrid work allowed

Salary

Not specified

Management role

No

Skills & keywords

Required skills

financial advice processregulatory requirementsclient records managementback-office systems

Preferred skills

IO back‑office

Specializations

financial planningclient supportregulatory compliancewealth management
Locations

Structured locations inferred from the posting.

Bristol, UK

Hybrid City