Full-Time
Financial Planning Administrator
Titan Wealth Holdings
501-1,000 employees
Discretionary fund management with custody
No salary listed
Basingstoke, UK
Hybrid
Three days in the office and two days from home per week.
 Administrative & Executive Assistance (1) |
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- Good written and oral communication skills.
- A methodical and organised approach.
- Computer literacy.
- Accuracy and good attention to detail.
- Problem-solving ability.
- A minimum of one year of relevant experience supporting an adviser.
- Previous regulatory or financial industry experience.
- A customer-focused approach.
- A commitment to driving service excellence.
- Good standard of education, including Maths and English GCSE at grade 5 or above, or equivalent.
- Support financial advisers or consultants as required to enable the provision of financial or product advice to clients in accordance with Financial Conduct Authority rules and company procedures.
- Ensure client and plan information is up to date in IO.
- Request plan information from providers by post, email, or provider platforms, chase outstanding information, and upload it to IO.
- Update contributions and withdrawals using provider transaction histories and link transfers within plans.
- Add missing policy information to IO.
- Validate funds held within IO, including unit balances and price feeds, to produce accurate plan values.
- Check and update income expectations recorded for client plans.
- Collate plan costs and charges information, including commission, fund-based, and adviser charges.
- Create and check client valuation reports using standard IO templates and upload them to IO.
- Produce OneNote packs requested by advisers.
- Prepare cases for submission to the AST team by completing plan-information checklists and chasing providers for missing information.
- Interrogate data and liaise with advisers to ensure system data is correct and valuations and revenue match.
- Interact with advisers and client support to deliver timely client service.
- Produce client letters as required.
- Answer incoming calls through the Main Hunt Group.
- Handle day-to-day telephone and email enquiries from clients and providers.
- Create and maintain effective client files.
- Process new business and submit applications.
- Liaise with product providers and chase outstanding actions.
- Keep up to date with new products and technical or legislative changes in the marketplace.
- Comply with company compliance policies.
- Participate in applicable training and development.
- Perform ad hoc tasks as required, considering TCF and business needs.
- Highlight procedures and processes that do not adhere to TCF/RCR principles and suggest improvements.
- Good collaborative and team-working approach.
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
Get referred to Titan Wealth Holdings
See people who can refer or advise you
Simplify's Take
What believers are saying
- Titan completed IWP on August 17, 2026, accelerating scale and migration capacity.
- Progeny International adds £900m AUA and 13 advisers across Belgium, Singapore, Hong Kong, Dubai.
- LTS Tax deepens Channel Islands tax-led advice for complex cross-border clients.
What critics are saying
- Tavistock's February 2026 counterclaims target Titan's MPS for trade secrets and copyright.
- Progeny International and LTS Tax still need regulatory approval, delaying integration.
- Serial acquisitions strain adviser retention, systems migration, and compliance through 2026.
What makes Titan Wealth Holdings unique
- Titan Wealth combines advice, custody, clearing, and discretionary management across one platform.
- IWP added £6.9bn client assets, taking Titan to £44bn AUM in August 2026.
- Its international buildout spans Progeny International and LTS Tax across cross-border hubs.
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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
6 month growth
↑ 30%1 year growth
↑ 30%2 year growth
↑ 30%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 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.
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.
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.
Titan Wealth launches sports division targeting elite athletes. Titan Wealth has launched a dedicated sports division, designed to support professional athletes, sports organisations and executives with tailored financial planning, career transition pathways and corporate benefits. The firms intends to do this by acting as an extension of a sports club's HR and Benefits team, providing specialist advice and governance on workplace pensions and a range of employee benefits, including health & wellbeing. Titan will also provide support to industry professionals, including through business owner pensions, business protection, and corporate investment options. A core pillar of the division is Titan Wealth's Financial Adviser Academy, a structured platform supporting elite athletes as they prepare for transition into post-pitch financial services careers. Ethan Waller, a sports wealth adviser at Titan Wealth and former Northampton Saints Premiership player, says: "Having spent more than a decade playing professional rugby, I know first-hand how important it is to plan for the future while you are still competing. "Many athletes focus entirely on performance in the moment, but having the right financial guidance and support early in your career can make a huge difference later on in life. The Sports Division is about giving players the knowledge, tools and opportunities they need to succeed both on and off the pitch." Titan offers financial services to institutions, advisers, and private clients, and has over £44bn in assets under management.