Wealth Planning Admin & Client Support Specialist

Titanwh; Gateshead; Hybrid; GBP 28,000 - 36,000; Full time

Benefits offered by this job

Hybrid working

Pension scheme

Private medical insurance

Life insurance

Job summary

Titan Wealth in Gateshead is seeking an experienced Adviser & Client Support administrator to join our growing wealth management team. You will support Financial Planners, prepare client packs, maintain records, and liaise with clients and professional introducers.

The role covers administration, new business processing, and client service, with opportunities to develop professionally in a dynamic, compliant environment.

Qualifications

• Previous Client Support / IFA Administration experience within a Financial Planning or Wealth Management firm.
• Experience supporting Financial Planners directly.
• Strong interpersonal and relationship-building skills.
• Confidence communicating with high-net-worth clients and professional introducers.
• Ability to work proactively and anticipate adviser requirements.
• Excellent organisation and attention to detail.
• Collaborative and team-oriented approach.

Responsibilities

• Prepare client review packs and valuation reports.
• Ensure client and policy information is accurate in back-office systems.
• Gather and maintain information from product providers.
• Update client plans, contributions, withdrawals and transfer information.
• Produce client correspondence and reports.
• Create and maintain accurate client records and documentation.
• Support advisers with meeting preparation and follow-up activity.

Skills

Client support

Financial planning

Interpersonal skills

High-net-worth communication

Proactive work

Organisation

Team collaboration

Job description

Titan Wealth in Gateshead is seeking an experienced Adviser & Client Support administrator to join our growing wealth management team. You will support Financial Planners, prepare client packs, maintain records, and liaise with clients and professional introducers.

The role covers administration, new business processing, and client service, with opportunities to develop professionally in a dynamic, compliant environment.