Jobless Developer
Titan Wealth Holdings Limited logo
Titan Wealth Holdings Limited

Posted Today

Open

Client Support - Private Client - Inverurie Office

Inverurie, ScotlandHybrid

AI Summary

Supports financial advisers by preparing client reviews, updating plan information, validating fund data, producing valuation reports, and handling client and provider communications in a hybrid Inverurie office.

About this role

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.
  • 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
  • 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.

    • 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

    • Skills

    Client Valuation ReportsCompliance PoliciesContributions And Withdrawals ProcessingData ValidationFE AnalyticsFinancial PlanningIFA AdministrationIncome Expectation ValidationInvestment ManagementKID (Key Information Documents)New Business ProcessingOneNotePlan Information ChecklistsProduct Provider LiaisonTCF (Treating Customers Fairly)Telephone And Email Client SupportTransfer Linking Within Plans

    Explore related jobs

    More jobs at Titan Wealth Holdings Limited

    Similar Client Valuation Reports jobs

    Browse these categories

    Financial Planning JobsJobs in United Kingdom

    Market data for this role

    All reports →