Wealth Planning Support Specialist

Titan Wealth Holdings Limited; Melbourn; Hybrid; GBP 24,000 - 32,000; Full time

Benefits offered by this job

Competitive salary

Private medical insurance

Pension scheme

Annual leave 25 days

Office close at Christmas

Life Assurance

Health cash plan

Hybrid working

Discretionary bonus

Employee Assistance Programme

Flexible benefits

Job summary

Titan Wealth Group is expanding its team to support financial advisers and consultants in delivering compliant financial advice. The role focuses on IFA administration, data handling in IO, and producing client reports, with a hybrid work model from the Inverurie office.

You will liaise with advisers, paraplanners and providers, ensure accuracy of plan information, and contribute to a high standard of client service while developing regulatory knowledge and product awareness.

Qualifications

• 12 months+ IFA administration experience supporting an advisor.
• Regulatory or financial industry experience is desirable.
• Good written and oral communication skills.
• Methodical and organised.
• Computer literate.
• Accurate with attention to detail.
• Knowledge of the advice process.
• Collaborative, initiative, curious.
• Desire to learn and develop beyond comfort zone.

Responsibilities

• Assist Advisers in client reviews and keep IO up to date.
• Request and upload plan information to IO per conventions.
• Update contributions/withdrawals from provider histories.
• Add missing policy details to IO as required.
• Validate funds and price feeds for accurate plan values.
• Check client income expectations and update records.
• Compile costs/charges information for plans.
• Create and check client valuation reports in IO.
• Prepare meeting packs and pre-meeting communications.
• Coordinate with Paraplanning for plan information.
• Interrogate data with Advisers to ensure accuracy.
• Interact with Advisers, Paraplanners and Client Support.
• Draft client letters as required.
• Answer overflow Reception calls.
• Maintain client files per naming conventions.
• Process new business & submissions.

Skills

IFA administration

Regulatory knowledge

Written and verbal comms

Methodical

Computer literacy

Attention to detail

Problem solving

Advice process knowledge

Collaborator

Willingness to learn

Education

GCSE Maths/English 5+

Good education standard

Job description

Titan Wealth Group is expanding its team to support financial advisers and consultants in delivering compliant financial advice. The role focuses on IFA administration, data handling in IO, and producing client reports, with a hybrid work model from the Inverurie office.

You will liaise with advisers, paraplanners and providers, ensure accuracy of plan information, and contribute to a high standard of client service while developing regulatory knowledge and product awareness.