Senior Client Support Administrator — Hybrid Wealth Planning

Titan Wealth Holdings Limited; England; Hybrid; GBP 28,000 - 36,000; Full time

Benefits offered by this job

Private Medical Insurance

Attractive Pension Scheme

25 days Annual Leave

Office Christmas close

Life Assurance

Health cash plan

Hybrid working

Discretionary bonus

Employee Assistance Programme

Job summary

Titan Wealth Planning (TWP), a subsidiary of Titan Wealth Holdings Limited, seeks a Senior Client Support Administrator to deliver high-quality administrative and technical support to Financial Advisers. You will manage complex client cases, oversee new business submissions, support client reviews, and help ensure an exceptional client experience from inquiry through implementation and ongoing servicing.

The role requires strong understanding of financial products, FCA regulations, and the

Qualifications

• Relevant experience supporting an Adviser.
• Previous regulatory or financial industry experience.
• Good written and oral communication skills.
• Methodical and organised.
• Computer literate.
• Accurate with good attention to detail.

Responsibilities

• Assist Advisers in preparing for client reviews and updating client information.
• Process new business submissions and chase providers for missing plan information.
• Update and validate plan contributions, withdrawals and asset values.
• Create client reports and letters using internal templates.
• Handle day-to-day client inquiries via phone and email and maintain client files.
• Support with regulatory compliance and data accuracy to ensure TCF/RCR standards.

Skills

Support Adviser

Regulatory experience

Communication skills

Methodical

Computer literacy

Attention to detail

Customer focus

Team player

Maths & English GCSE

Education

Maths and English GCSE, grade 5 or above

Job description

Titan Wealth Planning (TWP), a subsidiary of Titan Wealth Holdings Limited, seeks a Senior Client Support Administrator to deliver high-quality administrative and technical support to Financial Advisers. You will manage complex client cases, oversee new business submissions, support client reviews, and help ensure an exceptional client experience from inquiry through implementation and ongoing servicing.

The role requires strong understanding of financial products, FCA regulations, and the