Job Description
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 expanding its Client Services Administration Team in Bristol and is looking for a Financial Services Administrator with a strong business processing / platform background to support our desk‑based Financial Planning function.
This role is ideal for someone who enjoys the technical and operational side of financial services, is used to submitting and processing business, and prefers minimal client contact.
The Role
You’ll be responsible for the processing and submission of financial planning business, working closely with Financial Planners and senior administrators to ensure cases are submitted accurately, efficiently, and in line with provider and regulatory requirements.
This role is primarily office and system‑based, with very limited direct client interaction.
Responsibilities
- Submitting new business across a range of platforms and providers
- Processing pensions, ISAs, investments, and other financial planning products
- Managing applications from submission through to completion
- Liaising with platforms and product providers (rather than clients)
- Using back‑office systems to maintain accurate records and workflows
- Chasing outstanding requirements and resolving queries
- Supporting Financial Planners with technical and administrative business processing tasks
- Ensuring accuracy, compliance, and consistency across all submissions
About you
Experience in financial services administration, with a focus on business processing / submissions
IO back‑office experience desirable
Comfortable working with platforms such as:
- Aegon
- AJ Bell
- Quilter
- Backgrounds that could work particularly well:
- Platform or provider roles
- Investment / platform administration teams
- Technical IFA admin or processing-only roles Highly detail‑oriented with strong organisational skills
- Prefers operational, system‑driven work with minimal client contact
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.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. 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.
