Wealth Management Client Support Administrator

Titan Wealth Holdings Limited; Birmingham; Hybrid; GBP 22,000 - 28,000; Full time

Benefits offered by this job

Hybrid working

25 days Annual Leave

Private medical insurance

Group life insurance

Discretionary bonus

Job summary

Titan Wealth is seeking a Client Support Administrator in Meriden to join a collaborative team that delivers high-quality administrative support and enhances the client experience. The role offers opportunity for growth within a supportive, advise-led wealth management environment.

You will work within a pod structure, handling client records, back-office tasks and liaison with product providers, with emphasis on accuracy and service quality.

Qualifications

• Experience in financial services administration or wealth management (preferred).
• Strong teamwork and client-facing skills.
• Organised, adaptable and eager to learn.
• Positive, proactive attitude with ability to build relationships.

Responsibilities

• Prepare client review packs and valuation reports.
• Process new business applications and liaise with product providers.
• Maintain compliant client records and back-office data.
• Support advisers with meetings and follow-up.

Skills

Team player

Customer service

Organised

Communication

Attention to detail

Job description

Titan Wealth is seeking a Client Support Administrator in Meriden to join a collaborative team that delivers high-quality administrative support and enhances the client experience. The role offers opportunity for growth within a supportive, advise-led wealth management environment.

You will work within a pod structure, handling client records, back-office tasks and liaison with product providers, with emphasis on accuracy and service quality.