Part-Time Employee benefits administrator Full Time NEW

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.

We’re looking for an organised and detail-driven Client Support Administrator to join our Risk & Reward / Employee Benefits team on a part-time basis. You’ll play a key role supporting the day-to-day and annual administration of Group Income Protection (GIP) and Group Life Assurance (GLA) schemes for a key client, ensuring a high standard of accuracy, service and compliance.

This is a great opportunity for someone with strong administration skills who enjoys working with data, supporting advisers, and delivering excellent client service within a collaborative, professional environment.

This opportunity is part-time offering 21 hours per week – Monday to Friday (can be discussed)

Responsibilities

Day-to-day responsibilities:

• Processing joiners and leavers accurately and within agreed service levels
• Maintaining internal change trackers to ensure full auditability
• Completing monthly invoicing with a strong focus on accuracy and timeliness
• Responding to scheme and member queries via email and phone
• Supporting claims administration for GLA and GIP, liaising with insurers and internal stakeholders

Annual responsibilities:

• Collating renewal data from franchisees
• Reviewing year-on-year data to identify and resolve discrepancies
• Supporting advisers with data updates following scheme changes or upsells
• Completing account checking to ensure scheme accuracy
• Supporting annual invoicing and commission reconciliation

What We’re Looking For

• • Previous experience in an administration or client support role within employee benefits
  • Strong attention to detail and confidence working with data
  • Experience managing multiple tasks and working to deadlines
  • Clear and professional written and verbal communication skills
  • A collaborative approach with the confidence to work with internal and external stakeholders
  • Awareness of regulatory expectations, including Treating Customers Fairly (TCF) and Consumer Duty

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

– 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.