Client Support – Private Client

Titan Wealth; Bristol; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

Titan Wealth is seeking a Client Specialist to support financial advisers in delivering outstanding service to clients in wealth management. You'll engage in client management tasks, ensuring accurate information flow and compliance with regulations. This role offers a dynamic opportunity to develop your career within a rapidly expanding firm that values professionalism and innovation.

Benefits

Private Medical Insurance post probation

Attractive Employee Pension Scheme

25 days Annual Leave plus flexible options

Discretionary performance related bonus

Lunch and snacks provided in the office

Qualifications

• Experience supporting an Adviser is necessary.
• Good written and oral communication skills are expected.
• Computer literacy is required with accuracy and attention to detail.

Responsibilities

• Support financial advisers with client reviews and maintain accurate records.
• Validate client plans and ensure compliance with company procedures.
• Produce client valuation reports and handle day-to-day client inquiries.

Skills

Organised

Good communication skills

Customer focused

Attention to detail

Education

Maths GCSE grade 5 or above

English GCSE grade 5 or above

Job description

3 days ago Be among the first 25 applicants

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.

The role

To provide support as required 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.

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
• 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, 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
• 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
• 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
• To deal efficiently with all day-to-day telephone and email enquiries from clients and providers
• Create and maintain effective client files
• 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
• To highlight to your line manager procedures & processes that do not adhere to the principles of TCF/RCR and to put forward suggestions that improve the TCF/RCR practices within the department
• Adhere to consumer duty
  
  
  

Requirements

• Relevant experience supporting an Adviser
• Previous regulatory or financial industry experience
• Good written and oral communication skills
• Methodical and organised
• Computer literate
• Accurate with good attention to detail
• Customer focused
• Drives forward service excellence
• Collaborative and a team player
• Maths and English GCSE, grade 5 or above, or equivalent
  
  
  

Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:

Professionalism - how we treat our clients and colleagues.

Trust - embrace innovation and adapt to change.

Innovation - dare to create and don't fear failure.

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
• Lunch and snacks provided in the Bristol office
• 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.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

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