Titan Wealth Holdings Limited
Client Support - Private Client (copy)
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Job Title
Company Overview
The Titan Group offers a comprehensive range of services across the entire wealth value chain, from financial planning and investment management to platform, trading, settlement, and custody services. Titan's strategy focuses on offering modular, incremental services to clients, enabling them to adjust their business models as needed. Titan is also actively acquiring UK-based asset managers and other wealth-related businesses.
Titan Wealth is a subsidiary of Titan Wealth Planning (TWP), which provides best-in-class advice on wealth management, employee benefits, and retirement planning. TWP's mission is to help businesses and their employees explore, set, and achieve their financial goals.
Role Overview
This role supports financial advisers or consultants to provide financial or product advice to clients, in line with the FCA’s rules and company procedures. The role is hybrid, working from the office in Inverurie.
Responsibilities
- Help advisers prepare for client reviews by:
- Ensuring all client and plan information is up to date on IO.
- Requesting plan information from providers via post, email, or the provider platform. Chase regularly to ensure timely receipt.
- Uploading received information to IO.
- Updating contributions and withdrawals using transaction history from each provider. Linking any transfers within plans.
- Adding missing policy information to IO as required.
- Validating all funds held within IO, ensuring unit balances are recorded correctly and price feeds are accurate.
- Checking income expectations on clients' plans to ensure they are correctly recorded and updated.
- Collating costs and charges information for plans held by clients, ensuring details include any income from commission, fund-based, or adviser charges.
- Creating and checking client valuation reports using standard templates within IO and uploading them to IO.
- Producing 'OneNote packs' requested by advisers, including:
- Client Charter
- FE Analytics research on the funds held by the client
- KID (Key Information Documents)
- Data capture form from IO
- Client Valuation Report
- Producing comparisons between old and new centralized investment propositions.
- Preparing cases for submission to the AST team by producing and completing plan information checklists and chasing providers for missing plan information via phone and email.
- Checking and validating client income expectations held within the system if requested.
- Interrogating data and liaising with the adviser to ensure the data held within the system is correct and valuations and revenue match.
- Frequently interacting with advisers and client support to ensure excellent customer service to all clients.
- Producing client letters as required.
- Answering phone calls as they come in via the Main Hunt Group.
- Ensuring the agreed level of service with each client is delivered in a timely manner.
- Dealing efficiently with all day-to-day telephone and email enquiries from clients and providers.
- Creating and maintaining effective client files.
- Processing new business and application submission.
- Liaising with product providers as necessary, chasing as often as required.
- Keeping up to date with new products, technical, or legislative changes within the marketplace.
- Always complying with compliance policies.
- Engaging with training and development as applicable.
- Performing ad hoc tasks as required, always bearing in mind TCF and the needs of the business.
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Essential Skills, Qualities, and Experience Required
- A minimum of 12 months' IFA administration experience supporting an advisor.
- Previous regulatory or financial industry experience is desirable.
- Good written and oral communication skills.
- Methodical and organized.
- Computer literate.
- Accurate with good attention to detail.
- Problem-solving skills.
- Knowledge of the advice process.
- True collaborator, takes initiative, curious.
- A desire to learn and develop and step out of the comfort zone.
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Essential Qualifications
- Good standard of education.
- Maths and English GCSE, grade 5 or above, or equivalent.
Titan Expected Behaviours
- Commercial Awareness
- Innovation
- Collaboration
- Team contribution
- Professionalism
Company Values
- Creativity – we recognize the need for new ways of thinking, learning, and doing to improve productivity, efficiency, and to stay ahead of competitors.
- Commitment – we are a team willing to put time, effort, and energy into driving change in the organization, 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.
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
- Lots of flexible benefits to choose from!
Diversity and Inclusion
The Titan Wealth Group is 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.
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