IFA Administrator

Titan Wealth Holdings Limited (previously known as Aspira Corporate Solutions Ltd) is a top financial planning company located in Bristol, UK. 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 business was recently acquired by Titan Wealth Holdings, so an exciting time for the business and new talent in terms of growth and opportunities! To learn more please read on: www.titanwealthsolutions.com - under "News" tab.

Role Description

This is a full-time hybrid role - 3 days based in the Bristol office and 2 days working from home.

You'll be responsible for providing administrative 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.

This is an urgent role, so please don't hesitate in submitting your application! We will be looking to progress through to interview stage fairly swiftly if / once shortlisted.

The candidate:

The ideal candidate will have a minimum of 1-year regulatory or financial industry experience, working in similar role supporting an adviser, either a IFA Administrator or FS Administrator. You will demonstrate excellent communication, collaboration and organisational skills through the interview process, good foundational knowledge on the advice process, a flair for problem solving and adaptability, with a can-do attitude.

Please note ONLY BRISTOL and sorrounding area applicants will be considered for this role. It is a hybrid position, requiring to work from the Bristol office 3-days a week.

"Snapshot" of the 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.

Qualifications and skills:

• 1-year minimum relevant experience supporting an adviser/consultant
• Maths and English GCSE, grade 5 or above, or equivalent
• Previous regulatory or financial industry experience
• Knowledge of the advice process
• Good written and oral communication skills.
• Methodical and organised.
• Computer literate
• Accurate with good attention to detail.
• Problem solving

To succeed in this role, you demonstrate the following behaviours: customer focused, passionate about driving forward service excellence, collaborative with a team player approach.

Some of yummy benefits:

• Private Medical Insurance
• Employee Pension Scheme
• 24 days Annual Leave (can purchase more)
• Dental Insurance
• Life Assurance
• Health cash plan
• And lots of flexible benefits to choose from!

Interview process:

2 stage process: 1st stage a discovery call with hiring manager and a team member, 2nd stage competency-based interview with the hiring manager, and another team manager.