IFA Administrator

About the Company

[Employer hidden] offers a market-leading service, believing in financial advice for everyone. They manage £850m on behalf of 3,500 clients and are Chartered Financial Planners. This role is within Titan Wealth Holdings Limited (TAHL - Wealth – Client Support).

Responsibilities

• Helping advisers prepare for client reviews by ensuring client and plan information is up to date, requesting plan information, updating contributions and withdrawals, validating funds, checking income expectations, collating costs and charges, creating valuation reports, and producing OneNote packs.
• Preparing cases for submission to the AST team, checking and validating client income expectations, interrogating data, interacting with advisers and client support, producing client letters, answering phone calls, ensuring service delivery, dealing with enquiries, creating and maintaining client files, processing new business, liaising with product providers, staying updated on market changes, complying with policies, engaging in training, and performing ad hoc tasks.

Essential Skills, Qualities and Experience

• 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

Essential Qualifications

• Good standard of education
• Maths and English GCSE, grade 5 or above, or equivalent

Titan Expected Behaviours

Commercial Awareness, Innovation, Collaboration, Team contribution, Professionalism. Titan Wealth values: Creativity, Commitment, Collaboration.

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

Additional Information

At Titan Wealth, we're Creative, Collaborative, and Committed. We may use artificial intelligence (AI) tools to support parts of the hiring process. Final hiring decisions are made by humans. For more information about data processing, please contact us.