Senior IFA Support Lead – Private Client Wealth

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

Benefits offered by this job

Hybrid working

Private Medical Insurance

Employee Pension Scheme

25 days Annual Leave

Life Assurance

Health cash plan

Discretionary bonus

Job summary

Titan Wealth is looking for a Senior Client Support Administrator to provide high-quality administrative and technical support to Financial Advisers. You will manage complex client cases, oversee new business submissions, and support client reviews while complying with FCA regulations and Titan Wealth procedures.

Join a fast-growing team aligned with private equity backing, offering hybrid working and a suite of benefits.

Qualifications

• Relevant experience supporting an Adviser.
• Previous regulatory or financial industry experience.
• Good written and oral communication skills.
• Methodical and organised with strong attention to detail.
• Computer literate and able to learn new systems.
• Customer focused and able to drive service excellence.
• Collaborative team player.
• Maths and English GCSE or equivalent.

Responsibilities

• Assist Advisers in preparing for client reviews and keep plan information up to date in IO.
• Request plan information from providers and chase to ensure timely delivery, then upload to IO.
• Update contributions/withdrawals using provider histories and link transfers within plans.
• Add missing policy information to IO and validate fund holdings.
• Ensure price feeds and unit balances are correct to produce accurate plan values.
• Check income expectations and compile costs/charges for plans.
• Create and check client valuation reports and client letters in IO.
• Handle new business processing and submissions; respond to day-to-day inquiries.
• Maintain client files and ensure timely service delivery.

Skills

Regulatory experience

Financial industry experience

Communication skills

Methodical

Computer literacy

Attention to detail

Customer focus

Team player

Education

Maths & English GCSE

Job description

Titan Wealth is looking for a Senior Client Support Administrator to provide high-quality administrative and technical support to Financial Advisers. You will manage complex client cases, oversee new business submissions, and support client reviews while complying with FCA regulations and Titan Wealth procedures.

Join a fast-growing team aligned with private equity backing, offering hybrid working and a suite of benefits.