Senior Client Support – Private Wealth (Hybrid)

Titanwh; Basingstoke; Hybrid; GBP 30,000 - 40,000; Full time

Benefits offered by this job

Private Medical Insurance

Employee Pension Scheme

25 days Annual Leave

Life Assurance

Health cash plan

Hybrid working

Discretionary bonus

Employee Assistance Programme

Job summary

Titan Wealth in Basingstoke seeks a Senior Client Support Administrator to join their expanding team. This role is crucial for delivering high-quality administrative and technical support to Financial Advisers.

The successful candidate will manage complex client cases, ensure compliance with financial regulations, and deliver exceptional service throughout the client journey. Strong financial product knowledge and attention to detail are necessary.

Qualifications

• Relevant experience supporting an Adviser is essential.
• Previous regulatory or financial industry experience required.
• Must possess good written and oral communication skills.
• Strong organizational and methodical capabilities needed.

Responsibilities

• Provide administrative and technical support to Financial Advisers.
• Manage complex client cases and support ongoing client reviews.
• Ensure compliance with all client servicing activities.
• Produce and check client valuation reports as requested.

Skills

Regulatory knowledge

Financial product understanding

Client service

Communication skills

Attention to detail

Organizational skills

Education

Maths and English GCSE (grade 5 or above)

Tools

IO (Internal Software)

Job description

Titan Wealth in Basingstoke seeks a Senior Client Support Administrator to join their expanding team. This role is crucial for delivering high-quality administrative and technical support to Financial Advisers.

The successful candidate will manage complex client cases, ensure compliance with financial regulations, and deliver exceptional service throughout the client journey. Strong financial product knowledge and attention to detail are necessary.