Financial Planning Administrator

Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions. We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term. As a Financial Services Administrator, you''ll provide administrative support to multiple Financial Planners, helping to deliver an outstanding experience for both advisers and clients. Unlike traditional one-to-one support models, this role involves working across several advisers, requiring excellent communication skills, adaptability and the confidence to manage competing priorities. The Norwich office is currently undergoing an exciting period of transformation as it becomes more closely aligned with the wider Titan Wealth business. With ongoing process improvements, system enhancements and evolving ways of working, we''re looking for someone who embraces change and enjoys being part of a growing and evolving business. Key Responsibilities Adviser and Client Support Prepare client review packs and valuation reports. Ensure client and policy information is accurate and up to date within back-office systems. Gather and ..... full job details .....