Senior Private Client Wealth Admin Lead (Hybrid)

Titan Wealth; Basingstoke; Hybrid; GBP 32,000 - 46,000; Full time

Benefits offered by this job

Competitive salary

Private Medical Insurance

Attractive Employee Pension Scheme

25 days Annual Leave

Hybrid working

Life Assurance

Health cash plan

Discretionary bonus

Job summary

Titan Wealth Planning is seeking a Senior Client Support Administrator to provide high-quality administrative and technical support to Financial Advisers, ensuring compliant and efficient client servicing. The role interacts with advisers, paraplanners and operations to manage complex cases, new business submissions, and ongoing reviews.

The successful candidate will understand FCA regulations, product knowledge, and a client‑focused approach, while mentoring juniors and driving process

Qualifications

• Relevant experience supporting an Adviser
• Regulatory or financial industry experience
• Good written and oral communication skills
• Methodical and organised
• Computer literate
• Accurate with good attention to detail
• Customer focused
• Drives forward service excellence
• Collaborative and a team player
• Maths and English GCSE, grade 5 or above, or equivalent

Responsibilities

• Assist Advisers in client reviews and prepare documentation
• Ensure client and plan information is up to date in IO system
• Request and chase plan information from providers
• Update contributions and withdrawals in IO
• Validate fund balances and price feeds for accuracy
• Produce client valuation reports and related documents
• Create client letters and respond to enquiries
• Support new business processing and application submissions
• Liaise with providers and advisers to ensure data integrity
• Maintain compliant, high-quality client servicing and continuous improvement

Skills

Support Adviser

Regulatory experience

Communication skills

Methodical

Computer literacy

Attention to detail

Customer focus

Service excellence

Team player

GCSE Maths/English

Job description

Titan Wealth Planning is seeking a Senior Client Support Administrator to provide high-quality administrative and technical support to Financial Advisers, ensuring compliant and efficient client servicing. The role interacts with advisers, paraplanners and operations to manage complex cases, new business submissions, and ongoing reviews.

The successful candidate will understand FCA regulations, product knowledge, and a client‑focused approach, while mentoring juniors and driving process