Senior Wealth Planning Client Support Lead (Hybrid)

Titan Wealth Holdings Limited; England; Hybride; GBP 26 000 - 38 000; Plein temps

Avantages offerts par ce poste

Competitive salary

Private medical insurance

Pension

25 days annual leave

Hybrid working

Discretionary bonus

Employee Assistance Programme

Résumé du poste

Titan Wealth Group is seeking a Senior Client Support Administrator to provide high quality admin and technical support to Financial Advisers, ensuring compliant, efficient and client-focused service across the advisory process.

You will manage complex client cases, oversee new business submissions, support client reviews and ongoing servicing, while prioritising workloads, mentoring juniors, and contributing to continuous improvement within Titan Wealth Planning.

Qualifications

• Experience supporting an Adviser and working in financial services.
• Strong written and verbal communication skills.
• Organised, methodical and accurate with attention to detail.
• Familiar with FCA regulations and compliance.

Responsabilités

• Support Advisers by preparing for client reviews and updating IO.
• Request plan information from providers and prompt follow-ups to meet deadlines.
• Update contributions, withdrawals, and plan balances in IO.
• Create client valuation reports and related OneNote packs.
• Handle new business processing and submissions.
• Maintain compliant client files and respond to enquiries.

Connaissances

Support Adviser

Regulatory experience

Communication skills

Organised

Computer literacy

Attention to detail

Customer focus

Service excellence

Team player

GCSE Maths & English

Formation

Maths and English GCSE (grade 5+)

Outils

IO platform

Description du poste

Titan Wealth Group is seeking a Senior Client Support Administrator to provide high quality admin and technical support to Financial Advisers, ensuring compliant, efficient and client-focused service across the advisory process.

You will manage complex client cases, oversee new business submissions, support client reviews and ongoing servicing, while prioritising workloads, mentoring juniors, and contributing to continuous improvement within Titan Wealth Planning.