About this role
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.
At Titan Wealth, we’re Creative, Collaborative, and Committed. We know this isn’t an environment for everyone – it’s fast-paced, complex, and full of change. But if you’re ambitious, client-focused, and excited to help shape one of the UK’s top 10 wealth management businesses, this could be the opportunity you’ve been looking for.
• 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.
• 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
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.
At Titan Wealth, we’re Creative, Collaborative, and Committed. We know this isn’t an environment for everyone – it’s fast-paced, complex, and full of change. But if you’re ambitious, client-focused, and excited to help shape one of the UK’s top 10 wealth management businesses, this could be the opportunity you’ve been looking for.
• 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.
• 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
About Titan Wealth Holdings Limited
Titan Wealth Holdings Limited is hiring for the junior financial services administrator role. NewJob aggregates active openings directly from Titan Wealth Holdings Limited's applicant tracking system, so this listing is current.
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