About Us
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 offer modular, incremental services to its clients, allowing them to adjust their business models as they choose to. Titan Private Wealth is a well-established independent investment management business that provides portfolio management and stockbroking services to private clients, with full in-house back office, research and support teams. Titan Private Wealth, our investment management arm, recently rebranded from Cardale, founded in 2003 and based in Harrogate.
Purpose of the role
We are looking for a Junior Flexible Benefits Implementation Executive to join our Bristol office on a 12 month FTC, on a hybrid basis (3 days in the Bristol office). The role will work with the wider team to manage onboarding, renewal, and administration of corporate clients via the Bionic-Benefits platform, ensuring seamless operations, client satisfaction, and process optimisation.
We are a fast growing, fast paced business with room for progression and opportunity. We are at a pivotal point in our journey and now is a great time to join and make a real impact.
Responsibilities
* Client Administration:
o Manage client data, including monthly provider reporting, payroll reporting, employee data uploads, and joiner/leaver processing via the discount portal
o Act as the primary contact for client, employee, and internal queries related to the platform, projects, and benefits
o Develop and maintain internal administration guides for Bionic-Benefits clients
* Project Management:
o Own the full lifecycle of projects, including new client builds, benefit renewals, and vendor onboarding
o Collaborate with internal and external stakeholders to ensure smooth platform implementation
o Manage and renew the “off-the-shelf” benefit offerings, acting as the main point of contact for chosen providers
o Generate and analyse platform data for dashboards and reporting
* Process Improvement and Team Development:
o Identify and implement improvements to existing processes
o Assist in developing and training team members to effectively manage the platform
* Stakeholder Engagement:
o Liaise with platform providers to understand capabilities and limitations, ensuring optimal usage
o Support sales and marketing teams to promote and market the platform to prospective clients
o Manage relationships with new vendors
* Other:
o To carry out any other duties as may reasonably be required
o Adhere to consumer duty
Critical Skills
* Critical skills and experience
o Highly organised
o Attention to detail
o Multitask and prioritisation
o Desire to learn
o Adaptable to change
o Problem solving
o Internal and external stakeholder management
o Troubleshooting ability – Investigating issues, zeroing in on a root cause, identifying the right questions to ask
o Competent in and comfortable with Excel
o Project Management Skills
o Ability to communicate clearly and professionally in written and spoken English
Critical Knowledge
* Employee Benefits Experience (Risk, Health, Pensions, Flex)
* Flexible benefits platform experience (desirable)
* Must be IT literate
Qualifications (Essential & Desirable)
* GCSEs (or equivalent) in English and Maths at Grade 4/C or above
Key Interfaces (Internal and External)
Internal
* Client support teams and managers
* Corporate and Associate Consultants and managers
External
* Client HR/People Teams
* Employees
* Benefit providers
* Platform providers
FCA Requirements TCF/RCR
* Adhere to all FCA regulations including consumer duty
The Titan Wealth Group is committed to fostering an inclusive and equitable environment for everyone who works with us. We strive to provide equal opportunities in recruitment, pay and benefits, training and development opportunities, and other job-related activities. We may use artificial intelligence (AI) tools to support parts of the hiring process. Final hiring decisions are made by humans. If you would like more information about how your data is processed, please contact us.
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