Private Client Support

6 months ago

Bristol, United Kingdom Titan Wealth Planning Ltd Full time

Titan Wealth Holdings Limited is a top financial planning company located in Bristol, UK. 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.

**Role Description**

This is a full-time hybrid role - 3 days based in the Bristol office and 2 days working from home.

You'll be responsible for providing administrative support to financial advisers or consultants to enable the provision of financial or product advice to clients, as set out within the FCA’s rules and company procedures.

**"Snapshot" of the responsibilities**:
Helping advisers to prepare for client reviews by:

- Ensuring all client and plan information is up to date on IO
- Updating contributions and withdrawals using the transaction history from each provider. Link any transfers within plans
- Adding the details of any missing policy information to IO as required
- Validating all funds held within IO, ensuring that unit balances are recorded correctly, and any price feeds automatically pull through to produce an accurate plan value
- Checking the income expectations on all the clients plans to ensure that these are correctly recorded and update as required
- Collate the costs and charges information for plans held by clients ensuring the details contain any income from commission, fund based or adviser charges
- Using the standard templates within IO, create and check the client valuation report and upload to IO

Produce any ‘OneNote packs’ requested by the 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 centralised investment propositions
- If requested, the checking and validation of client income expectations held within the system
- Interrogation of the data and liaison with the adviser to ensure the data held within the system is correct and consequently valuations and revenue will match.
- Frequently interact with advisers and client support to ensure that we deliver an excellent customer service to all clients
- Produce client letters as required
- Answering phone calls as they come in via the Main Hunt Group
- Ensure that the level of service, as agreed with each client, is delivered in a timely manner.
- Create and maintain effective client files.
- Liaising with product providers as and when necessary, chasing as often as required.
- Keep up to date with new products, technical or legislative changes within the marketplace
- Always comply with the Compliance policies
- Engage with training and development as applicable
- Perform ad hoc tasks as and when required, always bearing in mind TCF and the needs of the business.

**Qualifications and skills**:

- 1-year minimum relevant experience supporting an adviser/consultant
- Maths and English GCSE, grade 5 or above, or equivalent
- Previous regulatory or financial industry experience
- Knowledge of the advice process
- Good written and oral communication skills.
- Methodical and organised.
- Computer literate
- Accurate with good attention to detail.
- Problem solving

To succeed in this role, you demonstrate the following behaviours: customer focused, passionate about driving forward service excellence, collaborative with a team player approach.

**Interview process**:
2 stage process: 1st stage a discovery call with hiring manager and a team member, 2nd stage competency based interview with the hiring manager, and another team manager.

**Job Types**: Full-time, Permanent

Pay: £25,000.00-£28,000.00 per year

**Benefits**:

- Additional leave
- Company pension
- Cycle to work scheme
- Discounted or free food
- Employee discount
- Enhanced maternity leave
- Enhanced paternity leave
- Health & wellbeing programme
- Life insurance
- Paid volunteer time
- Private dental insurance
- Private medical insurance
- Referral programme
- Sick pay

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme
- Yearly bonus

**Education**:

- GCSE or equivalent (preferred)

**Experience**:

- Customer service: 1 year (preferred)
- Administrative experience: 1 year (preferred)

Work Location: Hybrid remote in Bristol, BS1 6DZ

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