Hybrid Wealth Planning Administrator

Titan Wealth; Birmingham; Hybrid; GBP 23,000 - 32,000; Full time

Benefits offered by this job

Hybrid working

Private medical insurance

Group life insurance

Income protection insurance

25 days annual leave

Employer pension scheme

Job summary

Titan Wealth in Meriden is seeking a Client Support Administrator to join a growing team. You will provide high-quality administrative support to advisers and clients, building strong relationships and contributing to an exceptional client experience.

Work in a collaborative, hybrid environment with opportunities for development, ownership, and greater responsibility as the business evolves while ensuring service standards and regulatory compliance are met.

Qualifications

• Experience in financial services administration, preferably in wealth management.
• Able to work collaboratively with advisers and clients.
• Strong organisational and communication skills.

Responsibilities

• Prepare client review packs and valuation reports.
• Process new business applications efficiently and accurately.
• Maintain FCA compliance and support TCF/Consumer Duty requirements.
• Liaise with product providers and update client records.
• Support advisers with meeting preparation and follow-up.

Skills

Teamwork

Customer service

Administration

Communication skills

Attention to detail

Tools

Back-office systems

Job description

Titan Wealth in Meriden is seeking a Client Support Administrator to join a growing team. You will provide high-quality administrative support to advisers and clients, building strong relationships and contributing to an exceptional client experience.

Work in a collaborative, hybrid environment with opportunities for development, ownership, and greater responsibility as the business evolves while ensuring service standards and regulatory compliance are met.