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Financial Planning Administrator
Titan Wealth Holdings. Act as a key point of contact for clients, advisers and third-party providers.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong financial planning administration skills, with a focus on client support, documentation accuracy, and compliance with regulatory standards. Capable of managing multiple priorities while maintaining exceptional communication and organizational abilities.
Highest-signal resume keywords
Financial Planning AdministrationClient SupportPensions, Investments, and Protection ProductsOrganizational SkillsAttention to Detail
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
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Hard Skills
Financial Planning Administration ProcessesDocumentation PreparationClient Record MaintenanceNew Business Application ProcessingQuotations and IllustrationsRegulatory ComplianceProcess Improvement Initiatives
Soft Skills
Confident CommunicatorProactive Work EthicCollaborative ApproachSolutions-Focused Mindset
Tools & Technologies
Intelligent OfficeBack-Office Systems
Certifications & Qualifications
Professional Financial Services Qualifications
Industry Keywords
Wealth ManagementClient JourneyFCA RequirementsData Protection RegulationsClient Servicing
About the role
Key responsibilities & impact- Act as a key point of contact for clients, advisers and third-party providers.
- Build strong professional relationships through timely and efficient communication.
- Provide proactive administrative support throughout the client journey.
- Prepare documentation and supporting paperwork for client meetings.
- Maintain accurate client records and ensure systems are updated consistently.
- Assist advisers with diary management, meeting scheduling and follow-up actions.
- Support the delivery of an exceptional client experience at every stage of the advice process.
- Process new business applications across pensions, investments and protection products.
- Obtain quotations, illustrations and provider information as required.
- Liaise with product providers, platforms and third parties to progress applications.
- Monitor outstanding cases and provide regular updates to advisers and clients.
- Ensure all documentation is completed accurately and compliantly.
- Support advisers with annual reviews and ongoing client servicing requirements.
- Prepare review packs and valuation information.
- Coordinate review meetings and associated administration.
- Track outstanding actions and ensure service standards are maintained.
- Assist with ongoing client requests and policy servicing activities.
- Maintain accurate client data and records.
- Adhere to internal procedures, FCA requirements and data protection regulations.
- Support quality control and ensure all documentation meets regulatory standards.
- Assist with process improvement initiatives and operational efficiencies.
- Contribute positively to team projects and business growth initiatives.
Requirements
What you’ll need- Previous experience as a Financial Planning Administrator, Client Support Administrator or similar role within Wealth Management or Financial Planning.
- Strong knowledge of financial planning administration processes.
- Experience supporting advisers across pensions, investments and protection products.
- Excellent organisational skills with the ability to manage multiple priorities.
- Strong attention to detail and commitment to accuracy.
- Confident communicator with excellent written and verbal skills.
- Ability to work proactively and independently when required.
- Comfortable working in a growing and evolving business environment.
- Experience using Intelligent Office or similar back-office systems (desirable).
- Exposure to international or expatriate clients (although not essential).
- Confidence identifying and recommending process improvements.
- A collaborative and solutions-focused approach.
- Working towards or interested in professional financial services qualifications.
Benefits
Comp & perks- 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)
- A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.
- Hybrid working
- Further education and training support
- Discretionary performance related bonus
- Confidential Employee Assistance Programme
- 2 days per year for voluntary work
- And lots of flexible benefits to choose from!