Wealth Planning Support Specialist (Hybrid)

Titan Wealth Holdings Limited; Melbourne; Hybrid; AUD 53,000 - 68,000; Full time

Benefits offered by this job

Competitive salary

Private Medical Insurance

Pension scheme

25 days annual leave

Office close

Life assurance

Health cash plan

Hybrid working

Bonus program

Employee assistance

Flexible benefits

Job summary

Titan Wealth Planning (TWP) is seeking an organised IFA Administration Assistant to support financial advisers with client reviews, plan data, and documentation in Inverurie. You will work within IO and other provider platforms to keep information up to date and produce client materials.

The role is hybrid, offers training and development, and a supportive team environment as Titan Wealth expands through acquisitions. Strong communication and attention to detail are essential.

Qualifications

• A minimum 12 months IFA administration experience supporting an adviser.
• Regulatory or financial industry experience desirable.
• Strong written and oral communication skills.
• Methodical and organised with high attention to detail.
• Proficient computers and IO familiarity.
• Understanding of the advice process.
• Collaborative, proactive and curious; eager to learn.
• GCSE Maths and English at grade 5 or above.

Responsibilities

• Assist advisers to prepare for client reviews by keeping client and plan data up to date on IO.
• Request and chase plan information from providers and upload to IO per naming conventions.
• Update contributions and withdrawals using provider histories; link transfers within plans.
• Compile and produce meeting packs and client valuation reports.
• Ensure compliance with policies and engage in training and development.
• Handle day-to-day enquiries from clients and providers.

Skills

IFA administration

Communication skills

Attention to detail

Problem solving

Team collaboration

Initiative

Learning mindset

Advice process knowledge

Regulatory awareness

Education

GCSE Maths

GCSE English

Tools

IO platform

Microsoft Office

Job 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.

This role will provide 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.

The role is hybrid, working from our office in Inverurie.

Responsibilities

• 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 according to naming conventions.
• 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
• Compile and produce any Meeting packs requested by the Advisers including, but not limited to:
• Pre-meeting communications
• FE Analytics research on the funds held by the client
• Data capture form from IO
• Client Valuation Report producing comparisons between old and new centralised investment propositions
• Preparing cases for submission to the Paraplanning team by producing and completing plan information checklists and chasing providers for missing plan information via phone and email.
• 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, Paraplanners and Client Support to ensure that we deliver an excellent customer service to all clients
• Produce client letters as required
• Answering overflow Reception phone calls
• Ensure that the level of service, as agreed with each client, is delivered in a timely manner.
• To deal efficiently with all day-to-day telephone and email enquiries from clients and providers.
• Create and maintain effective client files according to naming conventions.
• New business processing and application submission.
• 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.

Essential Skills, qualities and Experience required:

• A minimum 12 month’s IFA administration experience, supporting an advisor
• Previous regulatory or financial industry experience is desirable
• Good written and oral communication skills.
• Methodical and organised.
• Computer literate
• Accurate with good attention to detail.
• Problem solving.
• Knowledge of the advice process
• True collaborator, takes initiative, curious
• A desire to learn and develop and step out of comfort zone

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

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.