Financial Planning Administrator - Private Client - Glasgow

This isn't your average IFA Administrator role.

At Titan Wealth, we're looking for an experienced Client Support professional to join our Newton Mearns office and become a key part of a highly successful Financial Planning team.

You'll have direct client interaction, exposure to the full advice process and the opportunity to develop your career within one of the UK's fastest-growing wealth management businesses.

This role has a proven track record of progression. If you're ambitious, personable and ready to move beyond purely administrative work, we'd love to hear from you.

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.

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

Good standard of education

Maths and English GCSE, grade 5 or above, or equivalent.

Commercial Awareness

Innovation

Collaboration

Team contribution

Professionalism