Titan Wealth Holdings

IFA Administrator

Titan Wealth Holdings

full-time

Posted on:

Location Type: Hybrid

Location: Bristol • United Kingdom

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Job Level

Junior

About the role

  • 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
  • Update contributions and withdrawals using the transaction history from each provider
  • Adding the details of any missing policy information to IO as required
  • Validating all funds held within IO
  • Check the income expectations on all the clients plans
  • Collate the costs and charges information for plans held by clients
  • Create and check the client valuation report
  • Produce client letters as required
  • Answering phone calls as they come in via the Main Hunt Group
  • Ensure that the level of service, as agreed with each client, is delivered in a timely manner
  • New business processing and application submission

Requirements

  • A minimum 12 month’s 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.
  • Knowledge of the advice process
  • True collaborator, takes initiative, curious
  • A desire to learn and develop and step out of comfort zone
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
  • Lunch and snacks provided in the Bristol office.
  • And lots of flexible benefits to choose from!

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
IFA administrationclient review preparationtransaction history managementfund validationclient valuation report creationnew business processingapplication submission
Soft skills
written communicationoral communicationmethodicalorganisedattention to detailproblem solvingcollaborationinitiativecuriositydesire to learn