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 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 RoleAs 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.




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!


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.