Client Support - Corporate Administration

Titan Wealth; West of England; Hybrid; GBP 26.000 - 34.000; Vollzeit

Benefits dieser Stelle

Hybrid working

Private medical insurance

Group life insurance

Income protection

Pension scheme

25 days annual leave

Discretionary bonus

Employee assistance programme

Training & development

Volunteer days

Zusammenfassung

Titan Wealth is seeking a Corporate Benefits Administrator to join our growing Corporate Benefits team. You’ll support delivery of Group Risk and Healthcare solutions, manage client queries, renewals, and maintain scheme data, contributing to a high standard of service across a portfolio of clients.

In a collaborative, fast-paced environment, you’ll work with consultants, clients and insurers, handle day-to-day administration, invoicing, payments, and mid-term changes, while prioritising

Qualifikationen

• Experience in an administration or client support role.
• Experience working to deadlines/SLA-driven environments.
• Strong stakeholder management skills (internal and external).
• Experience maintaining accurate records and ensuring data integrity.
• Ability to prioritise and manage workload effectively.
• Awareness of regulatory principles (e.g. Treating Customers Fairly / Consumer Duty).
• Working towards or holding a CII qualification would be advantageous.

Aufgaben

• Act as a key point of contact for clients, handling day-to-day queries in a professional and timely manner.
• Support the renewal process, including collecting and validating membership data and liaising with insurers for quotations; prepare draft recommendation reports.
• Produce and issue annual accounts accurately and within agreed timescales.
• Support Group Risk claims and underwriting processes, liaising with insurers and stakeholders.
• Monitor outstanding payments and proactively follow up with clients.
• Assist with invoicing, ensuring accuracy and timely processing.
• Manage mid-term adjustments, including joiners and leavers across schemes.
• Maintain accurate and up-to-date records across internal systems.
• Build strong relationships with clients, consultants and insurers.
• Prioritise workload effectively to meet deadlines across multiple client requirements.

Kenntnisse

Attention to detail

Time management

Written and verbal communication

Problem solving

Data analysis and reconciliation

Collaboration

Tools

Excel

MS Office

CRM systems

Jobbeschreibung

• Preparing draft recommendation reports

Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions.

We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term.

We’re looking for a Corporate Benefits Administrator to join our growing Corporate Benefits team at Titan Wealth. This is a fantastic opportunity to build your career within a collaborative, fast-paced environment where you’ll support the delivery of high-quality Group Risk and Healthcare solutions.

You’ll work closely with Consultants, clients and insurers to ensure a seamless service—playing a key role in managing client queries, supporting renewals and maintaining accurate scheme data.

As part of our Client Support team, you’ll be responsible for supporting a portfolio of clients across Group Risk and Healthcare schemes, ensuring a high standard of service and accuracy at all times.

Responsibilities

• Act as a key point of contact for clients, handling day-to-day queries in a professional and timely manner


• Support the renewal process, including:
  
  
  
  • Collecting and validating membership data
  
  
  • Liaising with insurers for quotations
  
  
  • Preparing draft recommendation reports
  
  
  
  


• Produce and issue annual accounts accurately and within agreed timescales


• Support Group Risk claims and underwriting processes, liaising with insurers and stakeholders


• Monitor outstanding payments and proactively follow up with clients


• Assist with invoicing, ensuring accuracy and timely processing


• Manage mid-term adjustments, including joiners and leavers across schemes


• Maintain accurate and up-to-date records across internal systems


• Build strong relationships with clients, consultants and insurers


• Prioritise workload effectively to meet deadlines across multiple client requirements

Skills

What we’re looking for

• High attention to detail, particularly when working with complex data


• Strong organisational skills with the ability to manage multiple priorities


• Clear and professional communication, both written and verbal


• A methodical and structured approach to problem-solving


• Strong Excel and MS Office skills, with the ability to analyse and reconcile data


• Proactive mindset with a sense of ownership and accountability


• A collaborative team player who supports wider business goals

Experience

Essential:

• Experience in an administration or client support role


• Experience working to deadlines/SLA-driven environments


• Strong stakeholder management skills (internal and external)


• Experience maintaining accurate records and ensuring data integrity


• Ability to prioritise and manage workload effectively


• Awareness of regulatory principles (e.g. Treating Customers Fairly / Consumer Duty)

Desirable:

• Experience within financial services or insurance


• Exposure to employee benefits or group risk administration


• Knowledge of:
  
  
  
  • Group Income Protection (GIP)
  
  
  • Group Life Assurance (GLA)
  
  
  • Private Medical Insurance (PMI)
  
  
  
  


• Understanding of workplace pensions administration


• Experience supporting renewal processes

Qualifications

• Relevant qualifications are desirable but not essential


• Working towards or holding a CII qualification would be advantageous

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


• Office Christmas close (3-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.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.