Financial Services Administration Manager - #2087251

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 Private Client Administration Manager is responsible for leading and managing a high-performing client administration team, ensuring that they consistently work towards best-in-class service standards. As a trusted leader, you will embody and promote the organisation’s values, ensuring that the right culture is cultivated within the team. This includes fostering an environment of trust, accountability, and collaboration. The role requires a strong focus on operational excellence, adherence to established processes, and continuous development of the team to ensure that client services are delivered efficiently and accurately.

The successful candidate will be solution-oriented, capable of handling multiple workloads, and committed to upholding and driving the company’s culture throughout all team interactions.

This is a hybrid working role from our Edinburgh office with 7 direct reports.

Responsibilities

• Trusted Leadership & Team Culture:
• Act as a trusted leader, setting an example in integrity, professionalism, and fairness
• Ensure the company’s culture and values are embedded within the team, promoting a collaborative, supportive, and high-performance work environment
• Build and maintain trust with team members, advisers, clients, and other stakeholders, ensuring that all interactions are consistent with the company’s values
• Lead the team in a way that fosters transparency, mutual respect, and open communication
  
  
  
  
• Team Management & Development:
• Lead, coach, and support the client administration team, ensuring high motivation and performance across all roles
• Promote a positive team culture, encouraging collaboration, continuous learning, and professional development
• Ensure that recruitment, training, and performance management processes are aligned with company values and best practices
  
  
  
  
• Operational Excellence:
• Ensure the team consistently adheres to ‘best in class’ processes, delivering high-quality, timely, and accurate services
• Oversee the efficient management of client records within the Intelligent Office system, ensuring compliance with internal standards and regulatory requirements
• Manage and prioritise workloads effectively, ensuring smooth and efficient operations even during peak periods
• Monitor invoicing, income recording, and matching processes to ensure accurate financial administration
  
  
  
  
• Process Adherence & Improvement:
• Maintain a focus on continuous process improvement, ensuring that workflows are optimised without sacrificing quality or service delivery
• Identify and address any inefficiencies in current processes, working collaboratively with other teams to implement solutions
• Ensure that all team members follow established procedures and actively contribute to maintaining high operational standards
  
  
  
  
• Relationship Management & Collaboration:
• Build and maintain strong, trusted relationships with advisers, clients, internal teams, and external providers
• Work closely with the Head of Operations and other senior managers to ensure the team’s operations align with the wider business strategy and goals
• Promote a culture of collaboration across departments, ensuring that all stakeholders are engaged and working towards common objectives
  
  
  
  
• Risk & Compliance:
• Act as a role model for adherence to regulatory requirements, ensuring that the team operates within the guidelines set by the FCA and the company
• Ensure that Treating Customers Fairly (TCF) and Retail Conduct Risk (RCR) principles are fully embedded in team processes and decision-making
• Identify potential risks and escalate them appropriately, always maintaining a focus on client fairness and business integrity
  
  
  
  
  
  
  

Key Skills And Experience

• Trusted Leadership:
• A leader who is seen as credible and trustworthy by their team, peers, and senior management
• Strong ability to inspire, guide, and mentor team members, promoting a culture of accountability, trust, and excellence
  
  
  
  
• Cultural Champion:
• A strong advocate for embedding the company’s culture and values into day-to-day operations, ensuring that these are reflected in team behaviours and interactions
• Focused on creating an inclusive, respectful, and collaborative working environment
  
  
  
  
• Solution-Oriented & Data-Driven:
• A proactive problem solver who uses data and insight to drive operational improvements
• Strong analytical skills, with the ability to identify areas for enhancement and implement practical solutions
  
  
  
  
• Multi-Tasking & Workload Management:
• Demonstrated ability to manage multiple priorities while ensuring high-quality, timely service delivery
• Skilled in delegating and distributing work effectively to maximise team productivity
  
  
  
  
• Communication & Collaboration:
• Excellent communication skills, both written and verbal, with the ability to engage with stakeholders at all levels
• A strong collaborator who fosters positive working relationships across the business
  
  
  
  
  
  
  

Critical Knowledge & Experience:

• Industry Expertise:
• Experience within a regulated financial services environment, with knowledge of FCA requirements and the financial services sector
• Familiarity with Intelligent Office or similar client management systems is highly desirable
  
  
  
  
• Operational Expertise:
• Proven experience managing an administration team, ensuring high levels of service and operational efficiency
• Strong understanding of compliance, risk, and governance within financial services operations.
  
  
  
  
  
  
  

Qualifications

• Progress towards a regulated diploma in Financial Planning (QCF Level 4) or equivalent is preferred
  
  
  
  
  

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
• 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.