IFA Administrator

AnaVation LLC; Bristol; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A financial services company in Bristol seeks an organised IFA administrator to support financial advisers in managing client relationships and documentation. In this hybrid role, you'll ensure client information is accurate and assist in producing client reports. A minimum of 12 months' IFA administration experience and good communication skills are essential. The organization offers a competitive salary, private medical insurance, and a supportive work environment.

Benefits

Competitive salary

Private Medical Insurance post probation

Attractive Employee Pension Scheme

25 days Annual Leave

Discretionary performance related bonus

Employee Assistance Programme

Lunch and snacks provided in the office

Qualifications

• Minimum 12 months IFA administration experience, supporting an advisor.
• Previous regulatory or financial industry experience is desirable.

Responsibilities

• Providing support to financial advisers or consultants.
• Updating client and plan information as required.
• Producing client letters and valuation reports.
• Interacting with advisers and client support.

Skills

IFA administration experience

Good written and oral communication skills

Methodical and organised

Computer literate

Accurate with good attention to detail

Problem solving

Knowledge of the advice process

Collaborative and curious

Desire to learn and develop

Education

Good standard of education

Maths and English GCSE, grade 5 or above

Job description

The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses.

Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start‑up energy and the security of private equity backing. It’s an inspiring time to join the team!

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.

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 hybrid – 3 days working from our Bristol office, 9am to 5pm – Monday to Friday – 2 days UK home‑based.

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 and 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 updated as required
  • Collating 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 interacting with advisers and client support to ensure that we deliver an excellent customer service to all clients
  • Producing client letters as required
  • Answering phone calls as they come in via the Main Hunt Group
  • Ensuring that the level of service, as agreed with each client, is delivered in a timely manner
  • Dealing efficiently with all day‑to‑day telephone and email enquiries from clients and providers
  • Creating and maintaining effective client files
  • New business processing and application submission
  • Liaising with product providers as and when necessary, chasing as often as required
  • Keeping up to date with new products, technical or legislative changes within the marketplace
  • Always complying with the compliance policies
  • Engaging with training and development as applicable
  • Performing ad‑hoc tasks as and when required, always bearing in mind TCF and the needs of the business

Essential Skills, qualities and Experience required

• 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

Essential Qualifications

• Good standard of education
• Maths and English GCSE, grade 5 or above, or equivalent

Titan expected behaviours

• Commercial Awareness
• Innovation
• Collaboration
• Team contribution
• Professionalism

Company Values

• 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

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.