Client Support Administrator - Wealth Management (Hybrid)

Titan Wealth Holdings Limited; West Midlands; Hybrid; GBP 26,000 - 34,000; Full time

Benefits offered by this job

Competitive salary

Pension scheme (7.5% employer)

25 days Annual Leave + public holidays

Buy and sell holidays

Office close at Christmas

Private medical insurance

Group life insurance

Income protection

Hybrid working

Education and training support

Performance related bonus

Employee assistance programme

Volunteer days

Job summary

Titan Wealth is seeking a Client Support Administrator to join our Meriden team. You will provide high-quality administrative support, ensuring accurate client data, and contribute to an excellent client experience for advisers and clients alike.

The role starts in a collaborative pod structure, with potential to take on greater ownership as the business evolves. Prior financial services admin experience is valued in a supportive, growth-focused environment.

Qualifications

• Experience in financial services administration or similar back-office roles.
• Strong customer service orientation with attention to detail.
• Collaborative mindset and ability to work in a team.

Responsibilities

• Prepare client review packs and valuation reports.
• Maintain accurate client and policy information in back-office systems.
• Liaise with product providers and update client plans and contributions.
• Handle client correspondence and reports; maintain up-to-date records.
• Support advisers with meeting prep and follow-up activity.
• Process new business applications and manage day-to-day enquiries.

Skills

Financial services administration

Customer service

Team player

Organised

Job description

Titan Wealth is seeking a Client Support Administrator to join our Meriden team. You will provide high-quality administrative support, ensuring accurate client data, and contribute to an excellent client experience for advisers and clients alike.

The role starts in a collaborative pod structure, with potential to take on greater ownership as the business evolves. Prior financial services admin experience is valued in a supportive, growth-focused environment.