Job Description

About usThe 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. Titan Private Wealth is a well-established independent investment management business who provide portfolio management and stockbroking services to private clients. With full in-house back office, research and support teams, Titan Private Wealth are committed to providing an exceptional level of service to our clients which is achieved by developing long-term and trusted relationships. 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, this is a hybrid role basis 3 days in the Bristol office, this role will be working with the wider team to manage the 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 loads of 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:

• Manage client data, including monthly provider reporting, payroll reporting, employee data uploads, and joiner/leaver processing via the discount portal.
• Act as the primary contact for client, employee, and internal queries related to the platform, projects, and benefits.
• Develop and maintain internal administration guides for Bionic-Benefits clients.

Project Management:

• Own the full lifecycle of projects, including new client builds, benefit renewals, and vendor onboarding.
• Collaborate with internal and external stakeholders to ensure smooth platform implementation.
• Manage and renew the “off-the-shelf” benefit offerings, acting as the main point of contact for chosen providers.
• Generate and analyse platform data for dashboards and reporting.

Process Improvement and Team Development:

• Identify and implement improvements to existing processes.
• Assist in developing and training team members to effectively manage the platform.

Stakeholder Engagement:

• Liaise with platform providers to understand capabilities and limitations, ensuring optimal usage.
• Support sales and marketing teams to promote and market the platform to prospective clients.
• Manage relationships with new vendors.

Other:

• To carry out any other duties as may reasonably be required.
• Adhere to consumer duty.

Critical skills and experience

Critical Skills

• Highly organised
• Attention to detail
• Multitask and prioritisation
• Desire to learn
• Adaptable to change
• Problem solving
• Internal and external stakeholder management
• Troubleshooting ability - Investigating issues, zeroing in on a root cause, identifying the right questions to ask
• Competent in and comfortable with Excel
• Project Management Skills
• 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.

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
Terms -Competitive salary- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)- 25 days Annual Leave + public holidays- Buy and sell holidays up to 5 days- A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.- Hybrid working- Further education and training support- Discretionary performance related bonus- Confidential Employee Assistance Programme- 2 days per year for voluntary work- 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.