Wealth Planning Admin & Client Support (Hybrid)

Titanwh; Meriden (CT); Hybrid; USD 42,000 - 62,000; Full time

Benefits offered by this job

Competitive salary

Pension scheme

Private medical insurance

Hybrid working

Education and training support

Discretionary bonus

Employee assistance programme

Job summary

T Titan Wealth is seeking a Client Support Administrator in Meriden to join a collaborative, growth-oriented team. You will provide high-quality admin support and contribute to an outstanding client experience, working within a pod structure alongside advisers.

The role offers hybrid working, development opportunities, and exposure to adviser and client-facing activities within wealth management. A financial services admin background is valued.

Responsibilities

• Prepare client review packs and valuation reports.
• Ensure client and policy information is accurate and up to date within back-office systems.
• Gather and maintain information from product providers.
• Update client plans, contributions, withdrawals and transfer information.
• Produce client correspondence and reports as required.
• Create and maintain accurate client records and documentation.
• Support advisers with meeting preparation and follow-up activity.
• Process new business applications efficiently and accurately.
• Liaise regularly with product providers regarding client cases.
• Monitor outstanding requirements and proactively chase information.
• Prepare cases for submission and ensure all required documentation is complete.
• Assist with plan information validation and reconciliation activities.
• Manage day-to-day client and provider enquiries via telephone and email.

Job description

T Titan Wealth is seeking a Client Support Administrator in Meriden to join a collaborative, growth-oriented team. You will provide high-quality admin support and contribute to an outstanding client experience, working within a pod structure alongside advisers.

The role offers hybrid working, development opportunities, and exposure to adviser and client-facing activities within wealth management. A financial services admin background is valued.