The Role
Provide support to financial advisers by managing client data, processing instructions, and liaising with providers to ensure financial advice is delivered effectively.
Summary Generated by Built In
Titan Pensions & Investments offers a market-leading service, believing in financial advice for everyone, from those starting a financial plan from scratch to those who have accumulated significant wealth, with anyone in between. We aim to become our clients’ financial planners for the rest of their lives.
Titan Pensions & Investments are experts in managing pensions and investments and we look after £850m on behalf of 3,500 clients. As Chartered Financial Planners, we help both individual and corporate clients by providing financial advice and in-house discretionary investment management. We are a growing business, expanding year on year ahead of our peers. We grow organically so we recruit bright, young individuals who are hungry for success. Working at Titan Pensions & Investments is a career choice.
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 onsite - 5 days a week - out of the Kettering office, 9am to 5pm - Monday to Friday
Responsibilities
- Answering incoming calls from clients and providers
- Maintain accurate client data on various systems - updating addresses, adding plans, financial and personal information.
- Process ad-hoc client instructions including setting up withdrawals or collections to their investments, calcuations and other reporting and liaising with provider on behalf of clients.
- Instructing and tracking new business on provider platforms - investigating and resolving issues until completing and keeping clients updated.
- Periodic tasks - issuing tax packs to clients annually and issuing quarterly statements.
About you
- A minimum 12 month’s office administration experience
- 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.
- Knowledge of the advice process
- True collaborator, takes initiative, curious
- A desire to learn and develop and step out of comfort zone
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
Discretionary performance related bonus
Employee Assistance Programme
And lots of flexible benefits to choose from!
At Titan Wealth, we’re Creative, Collaborative, and Committed. We know this isn’t an environment for everyone – it’s fast-paced, complex, and full of change. But if you’re ambitious, client-focused, and excited to help shape one of the UK’s top 10 wealth management businesses, this could be the opportunity you’ve been looking for.
Skills Required
- A minimum 12 months office administration experience
- Previous regulatory or financial industry experience
- Good written and oral communication skills
- Methodical and organised
- Computer literate
- Accurate with good attention to detail
- Problem solving
- Knowledge of the advice process
- Willingness to embrace company values
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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.
