IFA Administrator

CompanyTitan Wealth

LocationKettering, England, United Kingdom

Posted At2/27/2026

UK Visa Sponsorship Analytics

Occupation Type

Finance and investment analysts and advisers

Occupation Code Skill LevelHigher Skilled

Sponsorship Salary Threshold

£45,800 (£23.49 per hour)

Occupation rate applies

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Description

Titan Pensions & Investments offers a market-leading service, believing in financial advice for everyone, from those starting a financial plan from scratch to those who have accumulated significant wealth, with anyone in between. We aim to become our clients’ financial planners for the rest of their lives.

Titan Pensions & Investments are experts in managing pensions and investments and we look after £850m on behalf of 3,500 clients. As Chartered Financial Planners, we help both individual and corporate clients by providing financial advice and in-house discretionary investment management. We are a growing business, expanding year on year ahead of our peers. We grow organically so we recruit bright, young individuals who are hungry for success. Working at Titan Pensions & Investments is a career choice.

This role will provide support to financial advisers or consultants to enable the provision of financial or product advice to clients, as set out within the FCA’s rules and company procedures.

The role is onsite - 5 days a week - out of the Kettering office, 9am to 5pm - Monday to Friday

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 the respective providers either by post, email or direct from the provider platform. Chase regularly to ensure this is received in time for the meeting. Upload to IO once received.

Updating contributions and withdrawals using the transaction history from each provider. Link any transfers within plans

Adding the details of any missing policy information to IO as required

Validating all funds held within IO, ensuring that unit balances are recorded correctly, and any price feeds automatically pull through to produce an accurate plan value

Checking the income expectations on all the clients plans to ensure that these are correctly recorded and update as required

Collate the costs and charges information for plans held by clients ensuring the details contain any income from commission, fund based or adviser charges

Using the standard templates within IO, create and check the client valuation report and upload to IO

Produce any ‘OneNote packs’ requested by the advisers including:

Client Charter

FE Analytics research on the funds held by the client

KID (Key Information Documents)

Data capture form from IO

Client Valuation Report Producing comparisons between old and new centralised investment propositions

Preparing cases for submission to the AST team by producing and completing plan information checklists and chasing providers for missing plan information via phone and email.

If requested, the checking and validation of client income expectations held within the system

Interrogation of the data and liaison with the adviser to ensure the data held within the system is correct and consequently valuations and revenue will match.

Frequently interact with advisers and client support to ensure that we deliver an excellent customer service to all clients

Produce client letters as required

Answering phone calls as they come in via the Main Hunt Group

Ensure that the level of service, as agreed with each client, is delivered in a timely manner.

To deal efficiently with all day-to-day telephone and email enquiries from clients and providers.

Create and maintain effective client files.

New business processing and application submission.

Liaising with product providers as and when necessary, chasing as often as required.

Keep up to date with new products, technical or legislative changes within the marketplace

Always comply with the Compliance policies

Engage with training and development as applicable

Perform ad hoc tasks as and when required, always bearing in mind TCF and the needs of the business

Essential Skills, qualities and Experience required:

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 and step out of comfort zone

Essential Qualifications:

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

Titan expected behaviours:

Commercial Awareness
Innovation
Collaboration
Team contribution
Professionalism

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

Discretionary performance related bonus

Employee Assistance Programme

And lots of flexible benefits to choose from!

At Titan Wealth, we’re Creative, Collaborative, and Committed. We know this isn’t an environme

nt for everyone – it’s fast-paced, complex, and full of change. But if you’re ambitious, client-focused, and excited to help shape one of the UK’s top 10 wealth management businesses, this could be the opportunity you’ve been looking for.