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- Tasks: Support financial advisers in delivering top-notch client service and managing financial plans.
- Company: Join Titan Wealth, a rapidly growing firm with a dynamic and inclusive culture.
- Benefits: Enjoy competitive salary, private medical insurance, and flexible working options.
- Other info: Great career growth opportunities in a supportive and innovative environment.
- Why this job: Be part of a team that helps clients achieve their financial goals while developing your skills.
- Qualifications: 12 months of IFA administration experience and strong communication skills required.
The predicted salary is between 30000 - 40000 £ per year.
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. Its strategy is to offer modular, incremental services that allow clients to adjust their business models as they choose. 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 is 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 Newton Mearns.
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 updated 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
- A minimum of 12 months 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 skills
- Knowledge of the advice process
- True collaborator, takes initiative, curious
- A desire to learn and develop and step out of comfort zone
- Good standard of education Maths and English GCSE, grade 5 or above, or equivalent
- Commercial Awareness
- Innovation
- Collaboration
- Team contribution
- Professionalism
- 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.
- 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.
IFA Administrator in Newton Mearns employer: Titan Wealth
Contact Detail:
Titan Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Newton Mearns
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, attend events, and engage on platforms like LinkedIn. You never know who might have the inside scoop on job openings at Titan or other firms.
✨Tip Number 2
Prepare for interviews by researching Titan Wealth and its services. Understand their approach to wealth management and be ready to discuss how your skills can contribute to their mission. Show them you’re not just another candidate!
✨Tip Number 3
Practice your communication skills! As an IFA Administrator, you'll need to interact with advisers and clients regularly. Role-play common scenarios with friends or family to boost your confidence and refine your responses.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the Titan team and ready to dive into the exciting opportunities we offer.
We think you need these skills to ace IFA Administrator in Newton Mearns
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your relevant experience in IFA administration and any regulatory knowledge you have. We want to see how your skills align with what Titan Wealth is looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth management and how you can contribute to Titan's mission. Keep it concise but engaging – we love a good story!
Show Off Your Attention to Detail: In this role, accuracy is key. When filling out your application, double-check for any typos or errors. We appreciate candidates who take the time to ensure everything is spot on – it shows you care!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about Titan Wealth!
How to prepare for a job interview at Titan Wealth
✨Know Your Stuff
Make sure you brush up on your knowledge of the financial planning and wealth management sectors. Familiarise yourself with Titan Group's services and recent acquisitions. This will show that you're genuinely interested in the company and understand its mission.
✨Be Organised
Since the role involves a lot of detail-oriented tasks, demonstrate your organisational skills during the interview. Bring a well-structured portfolio that includes examples of your previous work, such as client reports or administration checklists, to showcase your methodical approach.
✨Show Your Communication Skills
As you'll be interacting with advisers and clients regularly, highlight your written and verbal communication skills. Prepare to discuss how you've effectively communicated complex information in the past, perhaps through client letters or reports.
✨Ask Insightful Questions
Prepare thoughtful questions about the role and the company culture. Inquire about how Titan fosters collaboration and innovation within teams. This not only shows your interest but also helps you gauge if the company aligns with your values.