HHiring Reality
← Titanwh

Senior Client Support – Private Client

Titanwh
Location
Basingstoke
Posted
16 days ago
Department
Client Support
What they actually want (must-haves)
  • Strong understanding of financial products
  • Knowledge of FCA regulations
  • Ability to prioritise workloads
  • Experience in managing complex client cases
  • Mentoring experience
  • Commitment to compliance and service standards
What the job really is

The Senior Client Support Administrator at Titan Wealth will provide 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 ensuring exceptional client service throughout the advice process. The candidate will collaborate with advisers and operational teams while mentoring junior 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 range provided
  • Role involves significant regulatory compliance responsibilities
  • Emphasis on collaboration and creativity may require adaptability
  • 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

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