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- Tasks: Support financial advisers in preparing for client reviews and managing client information.
- Company: Titan Wealth offers innovative wealth management services with a dynamic, start-up vibe backed by private equity.
- Benefits: Enjoy hybrid working, competitive salary, private medical insurance, and 25 days annual leave.
- Why this job: Join a rapidly growing team focused on helping clients achieve their financial goals in an inclusive environment.
- Qualifications: GCSE Maths and English grade 5 or above; relevant experience in financial support preferred.
- Other info: Embrace a culture of professionalism, trust, and innovation while enjoying flexible benefits.
The predicted salary is between 28800 - 43200 £ per year.
Overview
The Titan Group provides a broad range of services across the wealth value chain, from financial planning and investment management to platform, trading, settlement and custody services. Titan Wealth is expanding rapidly through strategic acquisitions and offers a unique combination of start-up energy with private equity backing. Titan Wealth Planning (TWP) focuses on best-in-class advice on wealth management, employee benefits, and retirement planning, helping businesses and their employees explore, set, and achieve their financial goals.
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.
Engagement: The Titan Wealth Group is committed to fostering an inclusive and equitable environment for all employees and to equal opportunities in recruitment, pay and benefits, training and development opportunities, and other job-related activities.
Responsibilities
- Help Advisers prepare for client reviews by ensuring all client and plan information is up to date on IO
- Request plan information from providers (by post, email, or provider platform); chase to ensure timely receipt; upload to IO when received
- Update contributions and withdrawals using transaction history; link transfers within plans
- Add missing policy information to IO as required
- Validate funds in IO, ensure unit balances are recorded correctly, and ensure price feeds pull through to produce an accurate plan value
- Check income expectations on client plans and update as required
- Collate costs and charges information for plans, including any income from commission, fund-based or adviser charges
- Use IO templates to create and check client valuation reports and upload to IO
- Produce client letters as required and answer day-to-day telephone and email enquiries from clients and providers
- Produce ‘OneNote Packs’ requested by advisers (Client Charter, FE Analytics research, KID, data capture form from IO)
- Produce comparisons between old and new centralised investment propositions
- Prepare cases for submission to the AST team by completing plan information checklists and chasing providers for missing data
- Check and validate client income expectations when requested
- Interrogate data and liaise with advisers to ensure data accuracy so valuations and revenue align
- Engage with advisers and client support to deliver excellent customer service
- Maintain effective client files and support new business processing and application submission
- Liaise with product providers as needed and stay up to date with new products, technical or legislative changes
- Comply with Compliance policies and participate in training and development opportunities
- Highlight procedures that do not adhere to TCF/RCR principles and propose improvements
- Adhere to consumer duty requirements
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 and drives service excellence
- Collaborative and a team player
- Maths and English GCSE, grade 5 or above, or equivalent
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
- 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. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment, pay and benefits, training and development opportunities and other job-related activities.
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Client Support – Private Client employer: Titan Wealth
Contact Detail:
Titan Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Support – Private Client
✨Tip Number 1
Familiarise yourself with the FCA's rules and regulations, as well as Titan Wealth's specific procedures. This knowledge will not only help you understand the role better but also demonstrate your commitment to compliance during interviews.
✨Tip Number 2
Network with professionals in the financial services industry, particularly those who work in client support roles. Attend relevant events or join online forums to gain insights and potentially get referrals that could lead to an interview.
✨Tip Number 3
Showcase your customer service skills by preparing examples of how you've successfully handled client inquiries or resolved issues in previous roles. This will highlight your ability to deliver excellent service, which is crucial for this position.
✨Tip Number 4
Stay updated on the latest trends in wealth management and financial planning. Being knowledgeable about new products and legislative changes will not only prepare you for the role but also impress the interviewers with your proactive approach.
We think you need these skills to ace Client Support – Private Client
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience that aligns with the responsibilities of the Client Support role. Emphasise any previous work in financial services or client support, and showcase your attention to detail and organisational skills.
Craft a Compelling Cover Letter: Write a cover letter that reflects your understanding of Titan Wealth's mission and values. Mention how your skills and experiences make you a great fit for the role, particularly in supporting advisers and ensuring excellent customer service.
Showcase Communication Skills: Since good written and oral communication skills are essential for this role, consider including examples in your application that demonstrate your ability to communicate effectively with clients and colleagues.
Highlight Relevant Qualifications: Ensure you mention your GCSEs in Maths and English, as well as any other relevant qualifications or training that would support your application. This will help demonstrate your capability to handle the technical aspects of the role.
How to prepare for a job interview at Titan Wealth
✨Know the Company Inside Out
Before your interview, make sure to research Titan Group thoroughly. Understand their services, mission, and recent acquisitions. This will not only help you answer questions more effectively but also show your genuine interest in the company.
✨Demonstrate Your Attention to Detail
Given the role's focus on accuracy and detail, be prepared to discuss examples from your past experience where your attention to detail made a difference. Highlight any relevant tasks that required meticulousness, such as data validation or report preparation.
✨Showcase Your Communication Skills
As the role involves frequent interaction with advisers and clients, it's crucial to demonstrate strong communication skills. Practice articulating your thoughts clearly and concisely, and be ready to provide examples of how you've successfully communicated complex information in the past.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities and customer service orientation. Think of situations where you had to handle difficult inquiries or resolve issues efficiently, and be ready to explain your thought process and actions taken.