Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals.
The role To be part of the Corporate Client Support Team that provides exceptional service by ensuring that all customers are dealt with professionally and effectively. Ensuring the swift and precise processing and support of new schemes, existing schemes including Auto Enrolment, annual governance and other administration support processes working closely with the Corporate Consultants.
Responsibilities
- Support the AE Specialist in the preparation of new schemes and maintaining existing schemes, ensuring all are fit for purpose
- Collate the data and liaise closely with Providers, Employers and Payroll Companies
- Produce client letters / assessments as required
- Frequently interact with advisers and client support to ensure that we deliver an excellent customer service to all clients
- Liaising with product providers as and when necessary, chasing as often as required.
- Ensure that all income is invoiced, recorded, and matched correctly within the system
- Chase any debtors and liaise closely with Finance
- Ensure electronic client files in IO are updated accurately and in a timely manner in accordance with the standards and processes in place.
- Create and maintain effective client files
- Build strong, effective collaborative relationships with internal and external stakeholders
- Ensure that regulatory obligations are met, and dependent processes are adhered to.
- To deal efficiently with all day-to-day telephone and email enquiries from clients and providers.
- 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
- Work within agreed SLA’s to deliver a target driven, customer focused service to clients and internal stakeholders
- Perform ad hoc tasks as and when required, always bearing in mind TCF and the needs of the business.
- To highlight to your line manager procedures & processes that do not adhere to the principles of TCF/RCR and to put forward suggestions that improve the TCF/RCR practices within the department.
Requirements
- Strong process orientation with a desire to do things right first time
- Ability to plan own workload and prioritise conflicting demands and deadlines.
- Maintain high standards of performance and activity
- Be self-motivated with a proactive ‘can do’ attitude
- Professional in manner and approach
- Actively listen to colleagues, respect ideas, and aim to improve process.
- Highly competent with Microsoft Excel and Word
- Basic knowledge of Group Personal Pensions and Group SIPP desirable
- Basic knowledge of Auto Enrolment rules and requirements desirable
- Highly organised with excellent written and verbal communications skills
- Good communication and interpersonal skills with the ability to build strong, collaborative working relationships
- Enthusiastic, confident, and assertive
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- Hybrid working- Discretionary performance related bonus- Employee Assistance Programme- Lunch and snacks provided in the Bristol office. - 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.
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