Titan Wealth
Financial Services
FinancialPlanningAdministrator
“Financial Planning Administrator at Titan Wealth. Skills: Financial planning, Wealth management, Client support. Prepare for client reviews. Ensure client and plan information is up to”
Industry & Context.
Problem solving
What They're Looking For.
Must Have
1-year minimum relevant experience supporting an adviser, Good standard of education Maths and English GCSE, grade 5 or above, or equivalent
Nice to Have
Previous regulatory or financial industry experience
What You'll Do.
Prepare for client reviews
Ensure client and plan information is up to
Request plan information from providers
Chase providers for plan information
Upload received information to IO
Update contributions and withdrawals
Link transfers within plans
Add missing policy information to IO
Validate funds held within IO
Ensure unit balances are recorded correctly
Check income expectations on client plans
Update income expectations as required
Collate costs and charges information
Create client valuation report
Check client valuation report
Upload client valuation report to IO
Produce 'OneNote Packs'
Prepare cases for AST team submission
Produce plan information checklists
Complete plan information checklists
Check client income expectations
Validate client income expectations
Interrogate system data
Liaise with adviser on data accuracy
Interact with advisers
Interact with client support
Produce client letters
Deal with telephone enquiries
Deal with email enquiries
Maintain effective client files
Process new business applications
Submit new business applications
Liaise with product providers
Chase product providers
Keep up to date with new products
Keep up to date with technical changes
Keep up to date with legislative changes
Comply with Compliance policies
Engage with development
Highlight non-compliant procedures
Suggest improvements to TCF/RCR practices
How You'll Work.
Team & Collaboration
Interact with advisers; Interact with client support
Communication Scope
Oral communication; Written communication
Applying for this Financial Planning Administrator role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Lever
- Lever uses a streamlined one-page form — apply in under 5 minutes.
- LinkedIn import works well; review parsed data before submitting.
- The cover letter field is optional but visible to reviewers — use it to differentiate.
- Referral codes from employees can significantly boost visibility of your application.
ANONYMOUS · UNFILTERED
What do employees actually say about Titan Wealth?
Real rants from real employees. Read before you apply.