Financial Planning Administrator

We are seeking a proactive and highly organised Client Support Administrator to join our growing Private Client team in Basingstoke. This is an excellent opportunity for someone with experience supporting Financial Advisers who is looking to develop their career within a fast-growing and ambitious wealth management business.

In this role, you will work closely with Advisers and Consultants, providing high-quality administrative and client support to help deliver exceptional financial planning and investment advice. You will play a key role in the end-to-end client journey, from preparing for client reviews and managing provider relationships to processing new business and ensuring client records remain accurate and up to date.

As a trusted member of the team, you will liaise regularly with clients, providers and internal stakeholders, helping to ensure a seamless and professional service is delivered at every stage. This position offers exposure to a wide range of financial planning activities and is ideal for someone who enjoys building relationships, thrives in a fast-paced environment and takes pride in delivering outstanding customer service.

Joining Titan Wealth means becoming part of a collaborative and supportive culture where professional development is encouraged. With clear career progression opportunities, ongoing training and the chance to build your technical knowledge, this role offers a fantastic platform for anyone looking to further their career within wealth management.

This is a hybrid role based from our newly refurbished Basingstoke office, offering a competitive salary, bonus and benefits package alongside genuine opportunities for growth and advancement.

Responsibilities

• 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. Upload to IO once received.
• Updating contributions and withdrawals using the transaction history from each provider. Link any transfers within plans
• Adding the details of any missing policy information to IO as required
• Validating all funds held within IO, ensuring that unit balances are recorded correctly, and any price feeds automatically pull through to produce an accurate plan value
• Checking the income expectations on all the clients plans to ensure that these are correctly recorded and update as required
• Collate the costs and charges information for plans held by clients ensuring the details contain any income from commission, fund based or adviser charges
• Using the standard templates within IO, create and check the client valuation report and upload to IO
• Produce any ‘OneNote packs’ requested by the advisers including:
• Client Charter
• FE Analytics research on the funds held by the client
• KID (Key Information Documents)
• Data capture form from IO
• Client Valuation Report Producing comparisons between old and new centralised investment propositions
• Preparing cases for submission to the AST team by producing and completing plan information checklists and chasing providers for missing plan information via phone and email.
• If requested, the checking and validation of client income expectations held within the system
• Interrogation of the data and liaison with the adviser to ensure the data held within the system is correct and consequently valuations and revenue will match.
• Frequently interact with advisers and client support to ensure that we deliver an excellent customer service to all clients
• 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.
• To deal efficiently with all day-to-day telephone and email enquiries from clients and providers.
• Create and maintain effective client files.
• New business processing and application submission.
• Liaising with product providers as and when necessary, chasing as often as required.
• Keep up to date with new products, technical or legislative changes within the marketplace
• Always comply with the Compliance policies
• Engage with training and development as applicable
• Perform ad hoc tasks as and when required, always bearing in mind TCF and the needs of the business.

Essential Skills, qualities and Experience required:

• 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

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