The Role
Support paraplanning by conducting research, basic report writing, and liaising with advisers to ensure timely submission of client files and suitability reports.
Summary Generated by Built In
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.
The role
To support the paraplanning team, by undertaking research, basic report writing and liaising with Advisers and Client Support staff to ensure that all requirements are included within any file submitted and are capable of being actioned without delay thus enabling the more complex suitability reports to be completed.
Responsibilities
- Analysing and carrying out research for basic reports.
- Undertaking basic tax calculations to support the paraplanning team.
- Writing basic suitability reports.
- Thoroughly review any file submitted and identify any items that require remedial action.
- Liaise with advisers and/or client support on queries identified such as:
- Clarity over the client’s objectives
- What is the adviser looking to achieve
- Matters that are unclear
- Queries on client charters
- Any exceptions being recorded.
- Prepare summary file submission notes and instructions for the paraplanners ensuring that all required projections are correct and advice charges are clearly documented
- Prepare specialist or specific quotations as required e.g., annuity comparisons, protection comparisons
- Ensure adherence to the documented processes and data quality standards, specifically, ensuring electronic client files in IO are updated correctly and in a timely manner in accordance with the standards in place.
- Forge excellent, collaborative working relationships with members of the advisory, client support and paraplanning teams.
- Ensure your industry, product and knowledge of the company’s standard processes and guidance is always up to date.
- To undertake other tasks as and when required, to support the needs of the business or to achieve departmental objectives
- To carry out any other duties as may reasonably be required.
- Adhere to consumer duty.
- To highlight to your line manager procedures & processes that do not adhere to the principles of TCF/RCR and to put forward suggestions that improve the TCF/RCR practices within the department.
- Highly organised with excellent interpersonal skills including written and verbal communications.
- The ability to build strong, collaborative working relationships
- Good Attention to detail.
- Be able to influence others to take action
- Maintain and exceeds high standards of performance and activity
- Be self-motivated with a proactive ‘can do’ attitude
- Professional in manner and approach
Requirements
- A minimum of 2 years’ experience within the financial services profession.
- Experience gained with Intelligent Office would be an advantage
- Experience within Financial Services administration or a similar environment.
- Experience of working with IT systems that support this service.
- Working towards Regulated Diploma in Financial Planning or QCF Level 4 Equivalent
Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:
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 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.
Some of our 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.
Top Skills
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The Company
What We Do
Titan is a discretionary fund management / wealth and asset management business. Targeting £50 billion in assets under administration over the next three to five years and assets under management of £40 billion, Titan aims to bring high-quality execution and administration to the asset and wealth management sector. Titan provides execution, custody, clearing and wealth management services to small and medium sized broker dealers, proprietary traders, intermediaries, family offices and wealth managers and platform services, custody and investment solutions to financial advisors, family offices, retail clients and institutions via a network of trusted intermediaries.
