Titan Pensions & Investments offers a market-leading service, believing in financial advice for everyone, from those starting a financial plan from scratch to those who have accumulated significant wealth, with anyone in between. We aim to become our clients’ financial planners for the rest of their lives.

Titan Pensions & Investments are experts in managing pensions and investments and we look after £850m on behalf of 3,500 clients. As Chartered Financial Planners, we help both individual and corporate clients by providing financial advice and in-house discretionary investment management. We are a growing business, expanding year on year ahead of our peers. We grow organically so we recruit bright, young individuals who are hungry for success. Working at Titan Pensions & Investments is a career choice.

This role will provide 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.

The role is onsite - 5 days a week - out of the Kettering office, 9am to 5pm - Monday to Friday

### Responsibilities

Answering incoming calls from clients and providers

Maintain accurate client data on various systems - updating addresses, adding plans, financial and personal information.

Process ad-hoc client instructions including setting up withdrawals or collections to their investments, calcuations and other reporting and liaising with provider on behalf of clients.

Instructing and tracking new business on provider platforms - investigating and resolving issues until completing and keeping clients updated.

Periodic tasks - issuing tax packs to clients annually and issuing quarterly statements.

### About you

A minimum 12 month’s office administration experience

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

Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:

Creativity– we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.

Commitment– we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.

Collaboration– we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.

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

Discretionary performance related bonus

Employee Assistance Programme

And lots of flexible benefits to choose from!

At Titan Wealth, we’re Creative, Collaborative, and Committed.

Junior Financial Services Administrator

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Job details

Titan Wealth Holdings Limited