Business Processing Administrator

IO and Platform Responsibilities

• Maintain accurate and up-to-date records on IO for every case in progress.
• Ensure all client fields are complete and correct on case closure — no partial updates or deferred record keeping.
• Follow all platform-specific submission requirements for Third and any other provider platforms in scope.
• Report any platform errors, unusual provider responses, or system issues to the Team Leader immediately.

Compliance and Data Standards

• Be aware of best execution obligations on transfer cases and flag any risk of timeline breach to the Team Leader.
• Never submit a case to a provider without confirming that fees have been correctly applied on IO.
• Follow all documented process steps — no shortcuts or workarounds without Team Leader approval.
• Maintain confidentiality of all client data in line with Titan's data protection obligations.

Quality and Accuracy

• Check every new business pack thoroughly before progressing — never assume completeness.
• Double-check fee applications before submission on every case.
• Complete the Step 6 data cleanse in full on every case — this is not optional.
• Raise any uncertainty about a case, a document, or a submission requirement with the Team Leader before proceeding — it is always better to ask.

Critical Knowledge

• A basic understanding of financial services and why accuracy and compliance matter in a regulated environment.
• Awareness of client data confidentiality and the importance of handling personal information correctly.
• Comfortable working with computer-based systems and following clearly documented processes.
• An understanding that process consistency is not optional — and the confidence to ask questions rather than guess.

Critical Skills

• Strong attention to detail — able to check documents carefully and spot errors or omissions.
• Organised and methodical — able to manage several cases at different stages without losing track.
• Consistent and reliable — able to follow the same process to the same standard every day.
• Clear written communication — able to update records and the case tracker accurately and concisely.
• Comfortable learning new systems and adapting to new processes with appropriate support.
• A positive, can-do attitude and genuine ownership of the quality of their own work.

Experience Required

• Approximately one year's experience working in a financial services environment — for example a bank, building society, insurance provider, investment platform, mortgage administrator, or similar.
• Experience handling documents, data, or customer records accurately within a regulated or process-driven environment.
• Comfortable working with computer-based administration systems in a professional setting.
• No specific wealth management or investment platform experience required — full training on Titan's systems and processes will be provided from day one.

Qualifications (Essential and Desirable)

Essential

• Good general education to GCSE level or equivalent, including strong literacy and numeracy.
• No specific financial services qualifications required — the right attitude and work ethic matter more than prior credentials at this stage of a career.

Desirable

• Any financial services administration experience (bank, provider, insurance, mortgage) is an advantage.
• A-levels, BTEC, or equivalent further education.
• Any financial services qualifications (e.g. CF1, R01) are a bonus but not expected at this level.

Key Interfaces (Internal and External)

• Business Processing Team Leader — direct line manager; day-to-day support, quality oversight, and escalation point
• Client Service colleagues across the Wealth Advice Division — receive packaged cases on day of acceptance; provide tracker updates
• Provider platforms (Third and others) — new business submissions, progress monitoring, chasing outstanding items

Other Information

• Full-time, permanent role
• Hybrid working with flexibility based on delivery needs
• National travel as required

Our Employees

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 a 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.