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Financial Services Administrator at Titan Wealth

Department: TAHL - Wealth

Setup
Hybrid
Location
Norwich, England
Type
Full-time
Level
mid
Posted

Description

Titan Wealth is hiring a Financial Services Administrator in Norwich to provide administrative support across multiple financial advisers. The role covers client review packs, valuation reports, client and policy information, new business processing, provider liaison, case preparation, client records, meeting support, enquiries, customer service, and FCA compliance. Candidates need prior financial planning or wealth management administration experience, adviser support experience, strong organisational and communication skills, and adaptability to evolving processes. The position offers hybrid working, pension contributions, leave, medical and other insurance, training support, and a discretionary bonus.

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