Wealth Planning Admin Specialist for HNW Clients

Titan Wealth; Gateshead; Hybrid; GBP 26,000 - 38,000; Full time

Benefits offered by this job

Pension plan

Private medical insurance

Hybrid working

25 days leave

Job summary

Titan Wealth in Gateshead is seeking a diligent Financial Planner Administrator to support advisers and manage client documentation. You will prepare review packs, ensure data accuracy, and liaise with product providers for smooth case progression.

The role involves handling high-net-worth client scenarios, maintaining compliance, and contributing to a professional, collaborative team environment. Hybrid working is offered, with extensive training and development opportunities.

Qualifications

• Experience supporting Financial Planners/Wealth Managers.
• Strong organisational and communication skills.
• Comfort discussing complex client portfolios with professionals.

Responsibilities

• Prepare client review packs and valuation reports.
• Maintain accurate client records in systems.
• Process new business applications with providers.
• Support advisers with meeting prep and follow-up.

Skills

Client Support

Adviser support

Attention to detail

Interpersonal skills

Education

Diploma in Financial Planning

Tools

CRM systems

Back-office software

Job description

Titan Wealth in Gateshead is seeking a diligent Financial Planner Administrator to support advisers and manage client documentation. You will prepare review packs, ensure data accuracy, and liaise with product providers for smooth case progression.

The role involves handling high-net-worth client scenarios, maintaining compliance, and contributing to a professional, collaborative team environment. Hybrid working is offered, with extensive training and development opportunities.