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Senior Client Support Administrator at Titan Wealth

Department: TAHL - Wealth

Setup
Hybrid
Location
Basingstoke and Deane, England
Type
Full-time
Level
senior
Posted

Description

The Senior Client Support Administrator provides administrative and technical support to Financial Advisers, managing complex client cases, new business submissions, ongoing client reviews, plan information, valuations, reports, and client enquiries. The role requires knowledge of financial products, FCA regulations, industry best practice, strong communication and organisational skills, computer literacy, and the ability to mentor junior team members and support continuous improvement. Benefits include private medical insurance after probation, a pension scheme, annual leave, life assurance, a health cash plan, hybrid working, and a discretionary performance-related bonus.

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