Titan Wealth Holdings

Titan Wealth Holdings

Discretionary fund management with custody

Client Support Administrator - Private Client

Full-TimePosted on 9/29/2026
No salary listed
Mid
Meriden, Coventry, UK
Hybrid

Hybrid working.

About the job

Requirements
  • Financial services administration experience is welcomed, including experience in financial planning and wealth management firms, investment management businesses, provider organisations, or investment and pension platforms.
  • A positive and proactive attitude, ability to work as part of a team, and ability to build strong relationships with colleagues and clients.
  • Organisation, adaptability, eagerness to learn, and pride in delivering excellent service.
  • Willingness to embrace the company values of creativity, commitment, and collaboration.
Responsibilities
  • Prepare client review packs and valuation reports.
  • Ensure client and policy information is accurate and up to date within back-office systems.
  • Gather and maintain information from product providers.
  • Update client plans, contributions, withdrawals, and transfer information.
  • Produce client correspondence and reports as required.
  • Create and maintain accurate client records and documentation.
  • Support advisers with meeting preparation and follow-up activity.
  • Process new business applications efficiently and accurately.
  • Liaise regularly with product providers regarding client cases.
  • Monitor outstanding requirements and proactively chase information.
  • Prepare cases for submission and ensure all required documentation is complete.
  • Assist with plan information validation and reconciliation activities.
  • Manage day-to-day client and provider enquiries via telephone and email.
  • Deliver a high standard of customer service and ensure agreed client service standards are met.
  • Maintain compliance with Financial Conduct Authority regulations and internal procedures.
  • Support Treating Customers Fairly and Consumer Duty requirements.
  • Participate in ongoing training and professional development.
  • Contribute ideas to improve processes and client outcomes.

About the company

Titan Wealth Holdings

Titan Wealth Holdings

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Titan Wealth Holdings provides discretionary fund management and asset/wealth management services to small and medium-sized broker-dealers, family offices, wealth managers, financial advisors, and institutions via a network of intermediaries. It handles trade execution, custody, clearing, and ongoing wealth management across multiple asset classes. The business targets independent financial solutions through trusted intermediaries and a multi-asset approach tailored to mid-sized clients. Its goal is to reach £20-30 billion in assets under management within 3-5 years, focusing on scalable administration and clear, transparent execution.

Company Size

501-1,000

Company Stage

N/A

Total Funding

N/A

Headquarters

London, United Kingdom

Founded

2020

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Simplify's Take

What believers are saying

  • IWP closed January 2026, adding £6.9bn assets and lifting AUM to £44bn.
  • September 2026 UAE expansion added eleven specialists, deepening growth in Gulf wealth hubs.
  • LTS Tax and Progeny International broaden cross-border planning for internationally mobile clients.

What critics are saying

  • September 2026 bonus-linked fee changes invite Consumer Duty scrutiny and adviser distrust.
  • Progeny International and LTS Tax still await approvals, delaying integration and synergies.
  • Serial acquisitions risk culture clashes, systems failures, and client defections after 2026 integrations.

What makes Titan Wealth Holdings unique

  • Vertically integrated custody, platform, advice, and investment management across acquired businesses.
  • Cross-border tax, offshore, and international planning strengthen its Channel Islands and UAE edge.
  • 225 advisers plus IWP scale creates a national advice network competitors lack.

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Benefits

Health Insurance

Life Insurance

Disability Insurance

Paid Vacation

Paid Holidays

Hybrid Work Options

Flexible Work Hours

Performance Bonus

Growth & Insights and Company News

Headcount

6 month growth

↑ 35%

1 year growth

↑ 35%

2 year growth

↑ 35%
IFA Magazine
Aug 17th, 2026
Titan Wealth further strengthens its international wealth management offering with acquisition of LTS Tax Limited - IFA Magazine

Titan Wealth today announces the acquisition of LTS Tax Limited, the leading tax advisory firm in the Channel Islands, further strengthening Titan Wealth’s

Titan Wealth
Aug 17th, 2026
Titan Wealth further strengthens its international wealth management offering with acquisition of LTS Tax Limited.

Titan Wealth further strengthens its international wealth management offering with acquisition of LTS Tax Limited. Titan Wealth today announces the acquisition of LTS Tax Limited, the leading tax advisory firm in the Channel Islands, further strengthening Titan Wealth's international wealth management proposition and enhancing its ability to support with increasingly complex cross-border financial affairs. The acquisition is subject to regulatory approval. The announcement builds on Titan Wealth's recently announced acquisition of Progeny International, subject to regulatory approval, further expanding the Group's ability to deliver integrated wealth management services across key international wealth centres amid growing demand for integrated cross-border advice. Progeny is present in Singapore, Hong Kong, Belgium, and Dubai International Financial Centre (DIFC) and offers tax-led financial advice to internationally mobile individuals, entrepreneurs and multi-generational families. Together, the two acquisitions significantly enhance Titan Wealth's offering by combining international financial planning with specialist UK and offshore tax expertise, investment management, platform and custody capabilities for the benefit of clients and advisers. LTS provides a comprehensive range of UK, Jersey and Guernsey tax advisory and compliance services, including personal and corporate taxation, trust taxation, Inheritance Tax planning, wealth structuring, double tax treaty and residence guidance, accounting, global mobility taxation, and UK real estate structuring. The business predominantly serves high-net-worth clients, trustees and corporates, often based internationally, with a requirement for UK, Guernsey and Jersey tax advice and compliance services. The LTS team includes 14 qualified UK Chartered Tax Advisers and 7 qualified accountants across its offices in the Channel Islands. The acquisition strengthens Titan Wealth's international presence, including the Channel Islands which is an established international finance centre, and further enhances its ability to provide coordinated advice for clients with complex international tax, trust, succession, and wealth structuring requirements. It also responds to growing demand for integrated cross-border advice, driven by increasing regulatory complexity, international mobility, and the continued global movement of high-net-worth individuals and families. Andrew Fearon, Joint Group CEO and Head of M&A at Titan Wealth, said: "The acquisition of LTS is another important step as we continue to add market leading capabilities to our wealth management offering. LTS's solutions perfectly complement our existing strengths and will further differentiate our offering by combining specialist UK and offshore tax advice with financial planning, investment management and platform capabilities for the benefit of clients. We're incredibly pleased to welcome the LTS team to Titan Wealth." Paul O'Neill, Managing Director of LTS Tax, said: "Joining Titan Wealth marks an exciting new chapter for LTS, creating opportunities for both our clients and our people. By combining our specialist tax expertise with Titan Wealth's integrated wealth management platform and growing international presence, clients will benefit from access to a broader range of services while continuing to receive the high-quality, personalised advice they value." The Progeny International and LTS Tax Limited acquisitions are subject to regulatory approval. About Titan Wealth Titan Wealth was formed in 2021 to deliver industry leading solutions and outcomes to both retail and institutional clients. It offers a vertically integrated set of wealth management solutions spanning financial planning, investment management, platform, and custody. Headquartered in London, Titan Wealth serves clients domestically as well as overseas through its operations in the Channel Islands and the UAE. Today, Titan Wealth has approximately £45bn of assets under management or advice. www.titanwealthinternational.com

Corporate Adviser
Aug 5th, 2026
Titan Wealth appoints director to corporate employee benefits division.

Titan Wealth appoints director to corporate employee benefits division. Titan Wealth has appointed Nia Rogers to be a director of its corporate employee benefits division. It says this senior appointment will help the firm expand its employee benefit proposition, and support employers with a more integrated approach to workplace financial wellbeing. ADVERTISING Rogers has more than 30 years' experience in the employee benefits sector, most recently leading the employee benefits business at Thomas Carroll, and previously working for Capita, Punter Southall, Alexander Forbes, and Lloyds Banking Group. In these various roles she has developed and grown employee benefits businesses, helping employers navigate an increasingly complex landscape while designing benefit strategies that attract, engage and retain talent. Titan Wealth says this expansion is part of its broader ambitions to deliver comprehensive financial wellbeing advice for both employers and employees, by combining specialist employee benefits expertise with Titan's wider wealth management and private client capabilities. It adds it has see growing demand for more strategic employee benefits advice. Nia Rogers says: "Employee Benefits are about much more than products and policies. It's about helping employers create benefit strategies that evolve alongside their business and the changing expectations of today's workforce. "Titan Wealth provides clients with a holistic proposition and, by working closely with our private client advice teams, we can support individuals throughout every stage of their financial journey." Titan Wealth chief distribution officer Todd Rowlands adds: "[Rogers'] track record of delivering exceptional outcomes for clients further enhances its ability to support employers in their corporate benefits programmes. "As organisations continue to navigate changing workforce demographics, economic pressures, and evolving employee expectations, we remain committed to helping employers build resilient, engaging and future-focused benefit strategies that deliver meaningful outcomes for both businesses and their people." Video.

International Adviser
Jun 11th, 2026
Titan Wealth acquires Progeny International for $1.1B assets under advice

Titan Wealth has acquired Progeny International, the international division of Progeny Group, adding approximately £900 million in assets under advice and 13 financial advisers to its international business. Progeny International, formerly part of the Fry Group, operates in Belgium, Singapore, Hong Kong and Dubai International Financial Centre. The business provides tax-led financial advice to internationally mobile individuals, entrepreneurs and multi-generational families, specialising in cross-border financial planning and wealth structuring. The deal, subject to regulatory approval, forms part of Titan Wealth's long-term international expansion strategy. Andrew Fearon, joint group CEO at Titan Wealth, said the acquisition enhances the firm's global reach across leading wealth hubs. Progeny Group CEO Tom Wood said the sale allows the firm to focus resources on its core UK market.

Sports Insight
Apr 6th, 2026
Titan Wealth partners with Scimitar Sportswear for WearThenShare(TM) Zimbabwe rugby tour.

Titan Wealth partners with Scimitar Sportswear for WearThenShare(TM) Zimbabwe rugby tour. 0 207 2 minutes read Fast-growing, fully integrated wealth management firm Titan Wealth is partnering with Scimitar Sportswear to help deliver community-focused programme WearThenShare(TM) in Zimbabwe. The overseas visit represents an important milestone for the WearThenShare(TM) programme, an initiative established by Scimitar in the UK last year to extend the life of performance sportswear by repurposing surplus and pre-loved kit and redistributing it to grassroots clubs and communities where access to quality sporting apparel can be limited. Through partnerships with Rugby Recycled and the Tag Rugby Trust, thousands of garments have already been redirected away from landfill and placed back into active use, helping support teams, schools and community programmes across the UK rugby landscape. Now, Titan Wealth are helping enable the logistical and operational elements required to extend the initiative's impact to Zimbabwe, where donated sportswear will be distributed to local clubs and young players. Furthermore, the visit will create opportunities for coaching sessions and community engagement that highlight the positive impact sport can have within developing rugby communities. WearThenShare(TM) reflects Titan Wealth's commitment to supporting charitable programmes that deliver meaningful social impact through sport, sustainability and community. Sharing a passion for teamwork, discipline, resilience and planning, Titan believes that sport, like financial planning, can enable individuals and their families and communities to lead richer, fuller lives. Mike Fogden, Chief Marketing Officer, Titan Wealth, said: "Supporting initiatives that deliver tangible benefits to communities is an important part of our wider commitment within our Sports division. The WearThenShare(TM) programme demonstrates how collaboration between organisations can create meaningful opportunities within grassroots sport. We are proud to partner with Scimitar and its wider programme partners to help extend the reach of a powerful programme that is already making a real difference within local sporting communities." Jon Rew, Managing Director, Scimitar, commented: "Support from partners such as Titan Wealth plays a vital role in enabling initiatives like WearThenShare(TM) to grow and reach new communities. Their involvement helps ensure the programme can expand internationally and continue delivering positive impact through sport." The visit will also see collaboration with long time programme partners Rugby Recycled (led by Gareth Simpson of Saracens), the Tag Rugby Trust (founded and run by Martin Brockman), and Scrum5ive (pioneered by Andy Daniel), all of whom have played key roles in helping deliver the programme across grassroots UK rugby. The programme will be supported on the ground by major rugby content creator and influencer Max Brown (@maxbrownyo). Brown has been closely involved with the WearThenShare(TM) initiative throughout its initial journey and will help deliver kit donations, engage with local teams and document the experience through a series of video and social media updates. Content captured during the visit will be shared across both Titan Wealth and Scimitar channels.