Titan Wealth
Financial Services
FinancialPlanningAdministrator
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Financial Planning Administrator at Titan Wealth. Skills: Financial planning, Wealth management, Client support. Prepare for client reviews. Ensure client and plan information is up to”
Industry & Context.
Problem solving
What They're Looking For.
Must Have
1-year minimum relevant experience supporting an adviser, Good standard of education Maths and English GCSE, grade 5 or above, or equivalent
Nice to Have
Previous regulatory or financial industry experience
What You'll Do.
Prepare for client reviews
Ensure client and plan information is up to
Request plan information from providers
Chase providers for plan information
Upload received information to IO
Update contributions and withdrawals
Link transfers within plans
Add missing policy information to IO
Validate funds held within IO
Ensure unit balances are recorded correctly
Check income expectations on client plans
Update income expectations as required
Collate costs and charges information
Create client valuation report
Check client valuation report
Upload client valuation report to IO
Produce 'OneNote Packs'
Prepare cases for AST team submission
Produce plan information checklists
Complete plan information checklists
Check client income expectations
Validate client income expectations
Interrogate system data
Liaise with adviser on data accuracy
Interact with advisers
Interact with client support
Produce client letters
Deal with telephone enquiries
Deal with email enquiries
Maintain effective client files
Process new business applications
Submit new business applications
Liaise with product providers
Chase product providers
Keep up to date with new products
Keep up to date with technical changes
Keep up to date with legislative changes
Comply with Compliance policies
Engage with development
Highlight non-compliant procedures
Suggest improvements to TCF/RCR practices
How You'll Work.
Team & Collaboration
Interact with advisers; Interact with client support
Communication Scope
Oral communication; Written communication
Full Job Description
## Description 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. ## Responsibilies Helping Advisers to prepare for client reviews by: Ensuring all client and plan information is up to date on IO. Requesting plan information from the respective providers either by post, email or direct from the provider platform. Chase regularly to ensure this is received in time for the meeting. Upload to IO once received. Updating contributions and withdrawals using the transaction history from each provider. Link any transfers within plans. Adding 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, c
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