Business Processing Administrator

Titan Wealth Holdings Limited

Today

Location: Bristol
Workplace: Hybrid
Type: Full-time
Department: TAHL - Wealth
Source: Lever

Description

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.

The Business Processing Administrator is a specialist back-office role within the national Business Processing Team, sitting under Central Business Operations within the Wealth Advice Division.

Every member of the team has the same core responsibility: to process new business cases from the moment a client acceptance is received through to completion and record closure, following the same six-step standard on every case, every day. This is a non-client-facing role.

The Business Processing Administrator does not interact directly with advisers or clients. Their work is the operational engine behind a consistently high-quality client experience — processing accurately, updating records completely, and closing every case cleanly so that Client Service colleagues always have a complete, up-to-date picture.

We are looking for people at the start of their career in financial services — perhaps with around a year's experience in a bank, building society, insurance provider, investment platform, or similar regulated environment. The right attitude, reliability, and care for accuracy matter more than specific technical knowledge. Full training on Titan's systems and processes will be provided.

Skills

Compliance