Junior Flexible Benefits Implementation Executive

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 offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. 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.

Purpose of the role

We are looking for a Junior Flexible Benefits Implementation Executive to join our Bristol office on a 12 month FTC. This is a hybrid role basis 3 days in the Bristol office, working with the wider team to manage the onboarding, renewal, and administration of corporate clients via the Bionic‑Benefits platform, ensuring seamless operations, client satisfaction, and process optimisation. We are a fast growing, fast paced business, with loads of room for progression and opportunity.

Responsibilities

• Client Administration: Manage client data, including monthly provider reporting, payroll reporting, employee data uploads, and joiner/leaver processing via the discount portal. Act as the primary contact for client, employee, and internal queries related to the platform, projects, and benefits. Develop and maintain internal administration guides for Bionic‑Benefits clients.
• Project Management: Own the full lifecycle of projects, including new client builds, benefit renewals, and vendor onboarding. Collaborate with internal and external stakeholders to ensure smooth platform implementation. Manage and renew the “off‑the‑shelf” benefit offerings, acting as the main point of contact for chosen providers. Generate and analyse platform data for dashboards and reporting.
• Process Improvement and Team Development: Identify and implement improvements to existing processes. Assist in developing and training team members to effectively manage the platform.
• Stakeholder Engagement: Liaise with platform providers to understand capabilities and limitations, ensuring optimal usage. Support sales and marketing teams to promote and market the platform to prospective clients. Manage relationships with new vendors.
• Other: To carry out any other duties as may reasonably be required. Adhere to consumer duty.

Critical skills and experience

• Highly organised
• Attention to detail
• Multitask and prioritisation
• Desire to learn
• Adaptable to change
• Problem solving
• Internal and external stakeholder management
• Troubleshooting ability - Investigating issues, zeroing in on a root cause, identifying the right questions to ask
• Competent in and comfortable with Excel
• Project Management Skills
• Ability to communicate clearly and professionally in written and spoken English

Critical Knowledge

• Employee Benefits Experience (Risk, Health, Pensions, Flex)
• Flexible benefits platform experience (desirable)
• Must be IT literate

Qualifications (Essential & Desirable)

• GCSEs (or equivalent) in English and Maths at Grade 4/C or above

Key Interfaces (Internal and External)

• Internal: Client support teams and managers, Corporate and Associate Consultants and managers
• External: Client HR/People Teams, Employees, Benefit providers, Platform providers

FCA requirements

Adhere to all FCA regulations including consumer duty.

Our values

• 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 a 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.

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.