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Health and Risk Advisor

Remote: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

Group Risk expertise, FCA regulated business experience, IS7 or GRI qualification.

Key responsabilities:

  • Advise on insurance and benefits
  • Develop business relationships quickly
  • Run campaigns to promote Titan's propositions
  • Identify TCF/RCR practices for improvement
Titan Wealth Holdings logo
Titan Wealth Holdings Financial Services Scaleup https://titanwh.com/
201 - 500 Employees
See more Titan Wealth Holdings offers

Job description

Titan Wealth Holdings Limited (previously known as Aspira Corporate Solutions Ltd) is a top financial planning company located in Bristol, UK. 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.
 
The business was recently acquired by Titan Wealth Holdings, so an exciting time for the business and new talent in terms of growth and opportunities! To learn more please read on: News – Titan Wealth Holdings (titanwh.com) - under "News" tab.

The Role
Advise business clients on insurance, employee benefits and other products, providing advice on selecting, purchasing and administering benefits. Advise business clients on insurance, employee benefits and other products providing advice on selecting, purchasing and administering benefits.

We are looking for an Health & Wellbeing Advisor who can also cover an established Risk portfolio, during a maternity cover. Your main role and responsibility, after the team member's maternity, will be focusing on Healthcare propositions and new business development. This role is remote with the option of on-site visits in one the Titan's offices in either London or Bristol.

Job Responsibilities
  • Work with Titan Advisers to understand the business and the promote products and campaigns.
  • Achieve set business targets through campaigns.
  • Run campaigns to ensure members are kept fully informed of Titan’s proposition(s).
  • Demonstrate the highest professional standards in all dealings with prospective clients.
  • Develop business relationships quickly and remotely with a robust contact and engagement strategy with all stakeholders including providers and prospective clients.
  • Highlight key sales differentiators to promote Titan proposition.
  • Work closely with others in the team and the wider distribution division to co-ordinate efforts and share ideas.
  • Undertake projects, organise events and take responsibility for communicating with to stakeholders including clients as and when required, to support the needs of the business or to achieve departmental objectives.
  • Perform ad hoc tasks as and when required, always bearing in mind TCF and the needs of the business.
  • To highlight to your line manager procedures & processes that do not adhere to the principles of TCF/RCR and to put forward suggestions that improve the TCF/RCR practices within the department.

  • Job Requirements
  • Health, Wellbeing & Group Risk knowledge and expertise 
  • Experience of working within a relevant FCA regulated business.
  • IS7 or GRI qualification is a MUST
  • CII Qualifications
  • Maths and English GCSE, grade 5 or above, or equivalent.
  • Strong technical understanding of employee benefits design and products.
  • Analytical and numerical ability – able to analyse and interpret data, evaluate data.
  • Highly competent with Microsoft Excel and Word
  • Good communication and interpersonal skills with the ability to build strong, collaborative working relationships
  • Strong process orientation with a desire to do things right first time. 
  • Ability to plan own workload and manage conflicting demands and deadlines.
  • Be a great, creative problem solver.
  • Be able to influence people to change their behaviours and established practices.
  • Maintain high standards of performance and activity.
  • Be self-motivated with a proactive ‘can do’ attitude.
  • Professional in manner and approach.
  • Presentation skills.
  • Our employees are talented people, distinguished by excellence.  You will be able to demonstrate a willingness to embrace the Company values of:
    Professionalism - how we treat our clients and colleagues.
    Trust - embrace innovation and adapt to change.
    Innovation - dare to create and don't fear failure.

    Some of our benefits:
    -          Private Medical Insurance
    -          Employee Pension Scheme
    -          24 days Annual Leave
    -          Dental Insurance
    -          Life Assurance
    -          Health cash plan
    -          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.

    Required profile

    Experience

    Industry :
    Financial Services
    Spoken language(s):
    English
    Check out the description to know which languages are mandatory.

    Other Skills

    • Influencing Skills
    • Self-Motivation
    • Problem Solving

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