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. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It’s an inspiring time to join the team! Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. Titan Wealth Holdings is expanding its Client Services Administration Team in Bristol and is looking for a Financial Services Administrator with a strong business processing / platform background to support our desk‑based Financial Planning function. This role is ideal for someone who enjoys the technical and operational side of financial services, is used to submitting and processing business, and prefers minimal client contact. The Role You’ll be responsible for the processing and submission of financial planning business, working closely with Financial Planners and senior administrators to ensure cases are submitted accurately, efficiently, and in line with provider and regulatory requirements. This role is primarily office and system‑based, with very limited direct client interaction. Responsibilities Submitting new business across a range of platforms and providers Processing pensions, ISAs, investments, and other financial planning products Managing applications from submission through to completion Liaising with platforms and product providers (rather than clients) Using back‑office systems to maintain accurate records and workflows Chasing outstanding requirements and resolving queries Supporting Financial Planners with technical and administrative business processing tasks Ensuring accuracy, compliance, and consistency across all submissions About you Experience in financial services administration, with a focus on business processing / submissions IO back‑office experience desirable Comfortable working with platforms such as: Aegon AJ Bell Quilter Backgrounds that could work particularly well: Platform or provider roles Investment / platform administration teams Technical IFA admin or processing-only roles Highly detail‑oriented with strong organisational skills Prefers operational, system‑driven work with minimal client contact Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Some of our 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 - Hybrid working - Discretionary performance related bonus - Employee Assistance Programme - Lunch and snacks provided in the Bristol office. - And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.