Financial Planning Administrator

As a Financial Planning Administrator at Titan Wealth, you will support Financial Planners and Wealth Managers by managing a sophisticated client portfolio, including high net worth individuals and trusts. Your day-to-day responsibilities will involve liaising with clients and professional connections such as solicitors and accountants to ensure optimal outcomes. The role requires strong financial planning administration experience and a solid understanding of the advice process.

• 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)
• Private medical insurance

• Candidates from provider or platform backgrounds may not be suitable for this role
• The role involves managing a complex client portfolio, which may require advanced knowledge and skills