Financial Planning Administrator – Private Client

Titan Wealth Holdings

. Help advisers prepare for client reviews .

Posted 9/23/2026full-timeGlasgow • United KingdomJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong IFA administration experience with a focus on client support, compliance, and accurate data management. Proficient in producing client documentation and reports while maintaining effective communication and collaboration with advisers and providers.

Highest-signal resume keywords

IFA Administration ExperienceClient SupportRegulatory ComplianceData ManagementCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data InterrogationValuation ReportingPlan Information ManagementTransaction History UpdatesClient File MaintenanceNew Business ProcessingFinancial Industry KnowledgeAdvice Process KnowledgeMathematics ProficiencyEnglish Proficiency

Soft Skills

Attention to DetailProblem SolvingCollaborationInitiativeOrganizational Skills

Tools & Technologies

IOOneNoteFE Analytics

Industry Keywords

Compliance PoliciesClient ReviewsInvestment PropositionsClient Valuation ReportsTraining and Development

About the role

Key responsibilities & impact

Help advisers prepare for client reviews
Ensure client and plan information is up to date in IO
Request, chase and upload plan information from providers
Update contributions and withdrawals using provider transaction histories
Add missing policy information to IO
Validate funds, unit balances, price feeds and plan values
Check and update client income expectations
Collate plan costs and charges, including commission, fund-based and adviser charges
Create and check client valuation reports using standard IO templates
Produce OneNote packs, including Client Charter, FE Analytics research, KIDs, data capture forms and client valuation reports
Produce comparisons between old and new centralised investment propositions
Prepare cases for AST submission and chase providers for missing information
Interrogate data and liaise with advisers to ensure accurate valuations and revenue
Interact with advisers and client support to deliver excellent customer service
Produce client letters
Answer incoming calls via the Main Hunt Group
Handle telephone and email enquiries from clients and providers
Create and maintain effective client files
Process new business and submit applications
Liaise with and chase product providers
Keep up to date with new products, technical and legislative changes
Comply with compliance policies
Engage in training and development
Perform ad hoc tasks while considering TCF and business needs

Requirements

What you’ll need

A minimum 12 month’s IFA administration experience, supporting an advisor
Previous regulatory or financial industry experience is desirable
Good written and oral communication skills
Methodical and organised
Computer literate
Accurate with good attention to detail
Problem solving
Knowledge of the advice process
True collaborator, takes initiative, curious
A desire to learn and develop and step out of comfort zone
Good standard of education
Maths and English GCSE, grade 5 or above, or equivalent
Willingness to embrace Creativity, Commitment and Collaboration
Compliance with company policies
Commercial Awareness, Innovation, Team contribution and Professionalism

Benefits

Comp & perks

Competitive salary
Private Medical Insurance post probation
Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
25 days Annual Leave (plus buy and sell up to 5 days)
Office Christmas close (3-days)
Life Assurance
Health cash plan
Hybrid working
Discretionary performance related bonus
Employee Assistance Programme
Lots of flexible benefits to choose from
Career development and progression opportunities
Training and development opportunities