Senior IFA Administrator - Private Client
Free account needed to apply or save. It takes a minute, and we'll bring you right back to this job.
Key details
- Location
- Bristol, United Kingdom
- Work style
- Hybrid
- Level
- Senior
- Job type
- Full-time
- Function
- Finance & Accounting
- Focus area
- other
- Posted
- 2w ago
Skills
financial planningvaluation
About the role
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.
This is an excellent opportunity for an experienced Financial Planning or Wealth Management Administrator who enjoys working in a client-focused environment and wants to play a key role in supporting Financial Planners and high-net-worth clients.
As a senior member of the Client Support team, you will be responsible for delivering a first-class service throughout the client journey, supporting advisers with client reviews, ongoing servicing, new business processing, and technical administration. You will also act as a role model within the team, providing guidance, coaching, and support to colleagues where required.
Responsibilities
- Support Financial Planners in the delivery of ongoing advice and client servicing.
- Prepare client review packs, valuations, and supporting documentation.
- Obtain and maintain accurate policy and provider information.
- Liaise directly with pension, investment, and protection providers.
- Process new business submissions and monitor cases through to completion.
- Ensure all client records and documentation are maintained accurately within back-office systems.
- Manage client and provider queries professionally and efficiently.
- Assist with technical requests, investigations, and complex administrative cases.
- Support the Team Manager during periods of absence and contribute to coaching and mentoring colleagues.
- Identify opportunities to improve processes and enhance the client experience.
- Help ensure regulatory and compliance standards are maintained at all times.
About you
- Previous experience within Financial Planning, Wealth Management, or an IFA environment.
- Strong knowledge of pensions, investments, and financial planning administration.
- Experience supporting Financial Planners or Wealth Advisers.
- Excellent organisational skills and outstanding attention to detail.
- The ability to prioritise multiple tasks and meet deadlines in a fast-paced environment.
- Strong communication skills and confidence dealing with clients, providers, and internal stakeholders.
- A proactive approach to problem-solving and service delivery.
- Experience using back-office systems such as Intelliflo Office (IO) or similar platforms would be advantageous.
- A collaborative mindset with a willingness to support and develop colleagues
We're looking for someone who brings:
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.
Get jobs like this as soon as they're posted
JobSuited checks company career sites all day and ranks every opening against your profile. Free to join.