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Titan Wealth Holdings Limited logo
Titan Wealth Holdings Limited

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Client Support - Private Client

BirminghamHybrid

AI Summary

Provides administrative and client support to financial advisers and clients in a wealth management firm, handling client records, correspondence, new business processing, and compliance.

About this role

Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions.

We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term.

At Titan Wealth, we're looking for a Client Support Administrator to join our growing team in Meriden. This is an exciting opportunity for someone who enjoys working collaboratively, building strong relationships, and playing a key role in delivering exceptional support to advisers and clients alike.

About the Role

You will join a close-knit and supportive team environment where collaboration is at the heart of everything we do. Initially, you will work within a pod structure alongside other Client Support professionals and advisers, providing high-quality administrative support and contributing to an outstanding client experience.

As the business continues to evolve, there is the opportunity for the role to develop further, with greater ownership and responsibility supporting a dedicated group of advisers.

Key Responsibilities

Adviser & Client Support

  • 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.

    • Administration & New Business Processing

  • 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.

    • Client Service & Compliance

  • Deliver a high standard of customer service at all times.
  • Ensure agreed client service standards are met.
  • Maintain compliance with FCA regulations and internal procedures.
  • Support Treating Customers Fairly (TCF) and Consumer Duty requirements.
  • Participate in ongoing training and professional development.
  • Contribute ideas to improve processes and client outcomes.

    • About you

    For this role, personality and cultural fit are just as important as experience. We are looking for a genuine team player who enjoys working with others, contributes positively to team culture, and thrives in a collaborative environment.

    We would welcome applications from candidates with financial services administration experience, including those from:

  • Financial Planning and Wealth Management firms
  • Investment Management businesses
  • Provider organisations
  • Investment and Pension Platforms

    • Most importantly, we're looking for someone who:

  • Has a positive and proactive attitude
  • Enjoys working as part of a team
  • Builds strong relationships with colleagues and clients
  • Takes pride in delivering excellent service
  • Is organised, adaptable and eager to learn
  • Wants to be part of a supportive and growing office culture
    • If you're an experienced Financial Services Administrator looking for a role where your personality, teamwork and client focus will be valued as much as your technical experience, we'd love to hear from you.

    Skills

    Back-office SystemsClient Review PacksConsumer DutyFCA RegulationsFinancial Services AdministrationNew Business Applications ProcessingPlan Information ValidationReconciliationTreating Customers Fairly (TCF)Valuation Reports

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