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Client Support – Private Client
Titan Wealth Holdings. Support financial advisers or consultants in providing financial or product advice to clients under FCA rules and company procedures .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial administration, including client support, compliance with FCA rules, and effective communication. Proficient in managing client information and collaborating with advisers to ensure accurate financial advice and excellent customer service.
Highest-signal resume keywords
IFA Administration ExperienceKnowledge Of The Advice ProcessCompliance With FCA RulesGood Written And Oral Communication SkillsAttention To Detail
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client Information ManagementData InterrogationValuation Report CreationNew Business ProcessingFinancial Product Knowledge
Soft Skills
Problem SolvingCollaborationOrganizational SkillsInitiativeProfessionalism
Tools & Technologies
IOFE Analytics
Industry Keywords
FCA ComplianceFinancial AdvisersClient ReviewsRegulatory ExperienceCommercial Awareness
About the role
Key responsibilities & impact- Support financial advisers or consultants in providing financial or product advice to clients under FCA rules and company procedures
- Help advisers prepare for client reviews by updating client and plan information in IO
- Request, chase, upload, and validate plan and policy information from providers
- Update contributions, withdrawals, transfers, income expectations, funds, valuations, costs, and charges in IO
- Create and check client valuation reports and upload them to IO
- Compile meeting packs, including communications, FE Analytics research, data capture forms, and valuation comparisons
- Prepare cases for submission to the Paraplanning team and chase missing information
- Interrogate data and liaise with advisers to ensure accurate valuations and revenue
- Collaborate with advisers, paraplanners, and client support to deliver excellent customer service
- Produce client letters and answer overflow reception phone calls
- Handle daily telephone and email enquiries from clients and providers
- Create and maintain effective client files according to naming conventions
- Process new business and submit applications
- Liaise with and chase product providers
- Keep up to date with new products, technical, and legislative changes
- Comply with company compliance policies
- Engage in training and development
- Perform ad hoc tasks while considering TCF and business needs
Requirements
What you’ll need- Minimum 12 months’ IFA administration experience, supporting an adviser
- 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
- 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
- Compliance with FCA rules and company procedures
- Commercial Awareness
- Innovation
- Collaboration
- Team contribution
- Professionalism
Benefits
Comp & perks- 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
- Flexible benefits to choose from