IFA Administrator

🔒 Confidential Employer
Posted 5 May 2026
LOCATION
Bristol
TYPE
Full-time
LEVEL
Associate
CATEGORY
Finance & Accounting
This employer holds a UK Home Office sponsor license — sponsorship for this specific role is at the employer’s discretion

SKILLS

IFA Administration Client Review Preparation IO System Provider Liaison Data Validation Communication Skills Attention to Detail Problem Solving

FULL DESCRIPTION

IFA Administrator

[Employer hidden — view at passion-project.co.uk] Holdings Limited (TAHL – Wealth – Client Support) - Bristol - Hybrid - Perm, Full Time

About the Company

The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. [Employer hidden] is expanding rapidly through strategic acquisitions. [Employer hidden] Planning (TWP) is a subsidiary of [Employer hidden].

Responsibilities

  • Helping advisers to prepare for client reviews by ensuring all client and plan information is up to date on IO
  • Requesting plan information from providers and chasing regularly
  • Updating contributions and withdrawals, linking transfers within plans
  • Adding missing policy information to IO
  • Validating funds held within IO, ensuring unit balances and price feeds are correct
  • Checking income expectations and updating as required
  • Collating costs and charges information
  • Creating client valuation reports using standard templates
  • Producing OneNote packs including Client Charter, FE Analytics research, KID, data capture form, and valuation report
  • Preparing cases for submission to AST team by completing checklists and chasing providers
  • Checking and validating client income expectations
  • Interrogating data to ensure system accuracy
  • Interacting with advisers and client support to deliver excellent customer service
  • Producing client letters
  • Answering phone calls via Main Hunt Group
  • Delivering agreed service levels in a timely manner
  • Dealing with day-to-day telephone and email enquiries
  • Creating and maintaining effective client files
  • New business processing and application submission
  • Liaising with product providers
  • Keeping up to date with new products, technical or legislative changes
  • Complying with compliance policies
  • Engaging with training and development
  • Performing ad hoc tasks

Essential Skills, Qualities and Experience

  • 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

Essential Qualifications

  • Good standard of education
  • Maths and English GCSE, grade 5 or above, or equivalent

Behaviours

Titan expected behaviours: Commercial Awareness, Innovation, Collaboration, Team contribution, Professionalism.

Benefits

  • 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
  • Discretionary performance related bonus
  • Employee Assistance Programme
  • And lots of flexible benefits to choose from!
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