Titan Wealth Holdings Limited

IFA Administrator

Titan Wealth Holdings Limited

6 months ago
Norwich, United Kingdom
Hybrid
Full Time
Junior
0 applicants
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Titan Wealth Holdings Limited
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About this role

This role supports financial advisers by maintaining accurate client and plan data, preparing review packs and valuation reports, and ensuring information is ready for client meetings in line with FCA rules and company procedures. The position involves regular interaction with advisers, providers, and clients to resolve queries and keep records up to date. It sits within a relationship-focused, growing financial planning business that values creativity, commitment, and collaboration. The role is based in Norwich with a hybrid working pattern of office and home-based days.

Skills

Qualifications

Maths GCSE Grade 5 or Above or EquivalentEnglish GCSE Grade 5 or Above or Equivalent
Titan Wealth Holdings Limited

About Titan Wealth Holdings Limited

titanwh.com

Titan Wealth is a UK-based wealth management and financial planning firm that provides personalised investment management, retirement and pension advice, and tax-aware financial planning. The company combines experienced advisers with technology-enabled reporting to build and monitor tailored portfolios and long-term financial plans. Titan Wealth serves individuals, families and business owners seeking to grow, protect and transition their wealth with clear fees and ongoing advice.

About Titan Wealth Holdings Limited

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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