HHiring Reality
← Titanwh

Senior Client Support – Private Client

Titanwh
Location
Basingstoke
Posted
18 days ago
Department
Client Support
What they actually want (must-haves)
  • Strong understanding of financial products
  • Knowledge of FCA regulations and industry best practices
  • Ability to prioritize workloads
  • Experience in managing complex client cases
  • Experience in providing administrative support to financial advisers
Nice to have
  • Experience in mentoring junior team members
  • Experience in continuous improvement initiatives
What the job really is

The Senior Client Support Administrator at Titan Wealth will provide high-quality administrative and technical support to Financial Advisers, facilitating compliant and efficient financial planning advice. This role involves managing complex client cases, overseeing new business submissions, and supporting ongoing client reviews, while ensuring a positive client experience and adherence to regulatory requirements. The position also includes mentoring junior team members and contributing to continuous improvement initiatives.

Benefits
  • Competitive salary
  • Private Medical Insurance post probation
  • Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
  • 25 days Annual Leave (plus buy and sell up to 5 days)
  • Office Christmas close (3-days)
  • Life Assurance
Things to weigh
  • No specific salary listed
  • Role involves managing compliance and regulatory requirements which may add pressure
  • Fast-paced environment due to rapid expansion and acquisitions
Job score3.4/5
Benefits5/5
Freshness4/5
Career value4/5
Role clarity4/5
Pay transparency0/5

Applying to Titanwh?

See how your résumé matches this role — and tailor it from what actually gets interviews.