Wealth Management Client Support Specialist (Hybrid)

Lever, Inc.

Birmingham

Hybrid

GBP 24,000 - 32,000

Full time

5 days ago

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Benefits offered by this job

Hybrid working

25 days annual leave

Private medical insurance

Group life insurance

Income protection insurance

Discretionary bonus

Employee assistance programme

Volunteer days

Education and training support

Job summary

Titan Wealth is seeking a Client Support Administrator in Meriden to support advisers and clients with high-quality administrative tasks and client-focused service. You will work in a collaborative pod structure, handling client packs, policy data, and back-office updates while maintaining strong relationships with advisers and providers.

The role offers hybrid working, opportunities for growth within a supportive team, and exposure to FCA-compliant processes as part of a dynamic wealth

Qualifications

Experience in financial services administration is desirable.
Ability to build strong relationships with advisers and clients.
Proactive and collaborative team member with a positive attitude.

Responsibilities

Prepare client review packs and valuation reports.
Ensure client and policy information is accurate in back-office systems.
Gather information from product providers and update client plans.
Process new business applications efficiently and liaise with providers.
Support advisers with meeting preparation and follow-up activity.
Deliver high standard of customer service and maintain compliance with FCA regulations.

Skills

Team player

Customer service

Organised

Tools

Back-office systems

Job description

The role offers hybrid working, opportunities for growth within a supportive team, and exposure to FCA-compliant processes as part of a dynamic wealth

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