The Role
Supports financial advisers with client review packs, valuation reports, records, correspondence, new business applications, provider liaison, case preparation, reconciliations, and client enquiries. Ensures accurate information, efficient service delivery, and compliance with FCA regulations, Treating Customers Fairly, and Consumer Duty requirements. The role also involves meeting preparation, follow-up activities, process improvement, ongoing training, and maintaining high standards of client service in a hybrid wealth management environment.
Summary Generated by Built In
Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions.
We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term.
This is an excellent opportunity to join a well-established and growing financial planning team in Gateshead.
We are looking for someone who can hit the ground running and bring strong financial planning administration experience. This is not a role suited to candidates from provider or platform backgrounds alone. We are specifically seeking individuals who have supported Financial Planners or Wealth Managers directly and understand the advice process.
This team works with a sophisticated and often complex client portfolio, including:
- High net worth and ultra-high net worth clients
- Family groups and intergenerational wealth structures
- Trusts
- Venture Capital Trusts (VCTs)
- Enterprise Investment Schemes (EIS)
- Estate planning arrangements
You will regularly liaise not only with clients but also with solicitors, accountants and other professional connections to ensure the best outcomes for clients.
You will be supporting advisers that manages approximately £150 million AUM, making this an excellent opportunity for someone who enjoys working in a highly professional and technically interesting environment.
Key Responsibilities
- Prepare client review packs and valuation reports.
- Ensure client and policy information is accurate and up to date within back-office systems.
- Gather and maintain information from product providers.
- Update client plans, contributions, withdrawals and transfer information.
- Produce client correspondence and reports as required.
- Create and maintain accurate client records and documentation.
- Support advisers with meeting preparation and follow-up activity. Administration & New Business Processing
- Process new business applications efficiently and accurately.
- Liaise regularly with product providers regarding client cases.
- Monitor outstanding requirements and proactively chase information.
- Prepare cases for submission and ensure all required documentation is complete.
- Assist with plan information validation and reconciliation activities.
- Manage day-to-day client and provider enquiries via telephone and email. Client Service & Compliance
- Deliver a high standard of customer service at all times.
- Ensure agreed client service standards are met.
- Maintain compliance with FCA regulations and internal procedures.
- Support Treating Customers Fairly (TCF) and Consumer Duty requirements.
- Participate in ongoing training and professional development.
- Contribute ideas to improve processes and client outcomes.
Adviser & Client Support
About you
- Previous Client Support / IFA Administration experience within a Financial Planning or Wealth Management firm.
- Experience supporting Financial Planners directly.
- Strong interpersonal and relationship-building skills.
- Confidence communicating with high-net-worth clients and professional introducers.T
- he ability to work proactively and anticipate adviser requirements.Excellent organisation and attention to detail.
- A collaborative and team-oriented approach.
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.
Terms
- Competitive salary
- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
- 25 days Annual Leave + public holidays
- Buy and sell holidays up to 5 days
- Office Christmas close (3-days)
- A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.
- Hybrid working
- Further education and training support
- Discretionary performance related bonus
- Confidential Employee Assistance Programme
- 2 days per year for voluntary work
- 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.
Skills Required
- At least 1 year's experience supporting Financial Advisers in a financial planning or wealth management environment
- Previous experience in the financial services industry
- Strong written and verbal communication skills
- Excellent attention to detail and accuracy
- Highly organised and methodical approach to work
- Strong IT and system skills
- Customer-focused mindset
- Ability to manage multiple tasks and priorities effectively
- Collaborative team player with a positive attitude
- GCSE Maths and English at Grade 5/C or above, or equivalent
- Experience using Intelligent Office (IO) or similar back-office systems
- Understanding of financial planning products and advice processes
- Progress toward professional qualifications
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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.
