IFA Administrator

Titan Wealth Holdings Limited(4 months ago)

HybridFull TimeJunior$58,924 - $78,869 (estimated)Financial Planning

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.

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Required Skills

Client Data Management
Plan Information Gathering
Transaction Processing
Fund Validation
Income Reconciliation
Cost Analysis
Report Preparation
Document Production
Data Analysis
Provider Liaison

+14 more

Qualifications

Maths GCSE Grade 5 or Above or Equivalent
English GCSE Grade 5 or Above or Equivalent

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.