Senior Client Support Specialist - Hybrid Wealth Planning

Titan Wealth Holdings Limited; England; Hybrid; GBP 28,000 - 40,000; Full time

Benefits offered by this job

Competitive salary

Private Medical Insurance

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 Group is seeking a Senior Client Support Administrator to provide high-quality administrative and technical support to Financial Advisers, ensuring compliant and efficient client servicing. You will manage complex client cases, oversee new business submissions, and support ongoing reviews within a fast-paced team.

Working closely with advisers and operations, you will prioritise workloads, mentor juniors, and contribute to continuous improvement initiatives while upholding FCA

Qualifications

• Experience supporting an Adviser in a financial services setting.
• Regulatory or financial industry experience.
• Strong written and verbal communication skills.
• Methodical and organised approach to work.
• Proficient computer skills and IO/CRM familiarity would be advantageous.
• Accurate with excellent attention to detail.
• Customer-focused with a service orientation.
• Driven to deliver service excellence and improvements.
• Collaborative team player with a proactive mindset.

Responsibilities

• Assist Advisers in preparing for client reviews by updating client and plan information in IO.
• Request plan information from providers and chase to ensure timely delivery for meetings.
• Update contributions/withdrawals using provider transaction history and link transfers.
• Add missing policy information to IO and ensure data completeness.
• Validate funds within IO and ensure unit balances and price feeds are accurate.
• Review income expectations on client plans and update as needed.
• Prepare client valuation reports and related OneNote Packs.
• Produce client letters and respond to enquiries from clients and providers.
• Ensure service levels meet FCA/TCF requirements and department standards.
• Keep up to date with new products, regulatory changes and internal procedures.

Skills

Adviser support

Regulatory experience

Communication

Organised

Computer literacy

Attention to detail

Customer focus

Service excellence

Team player

Education

Maths and English GCSE (grade 5+)

Job description

Titan Wealth Group is seeking a Senior Client Support Administrator to provide high-quality administrative and technical support to Financial Advisers, ensuring compliant and efficient client servicing. You will manage complex client cases, oversee new business submissions, and support ongoing reviews within a fast-paced team.

Working closely with advisers and operations, you will prioritise workloads, mentor juniors, and contribute to continuous improvement initiatives while upholding FCA