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 and industry best practices
  • Ability to prioritize workloads
  • Experience in managing complex client cases
  • Experience in providing administrative support to financial advisers
What the job really is

The Senior Client Support Administrator at Titan Wealth will provide administrative and technical support to Financial Advisers, ensuring the delivery of compliant and client-focused financial planning advice. The role involves managing complex client cases, overseeing new business submissions, and supporting ongoing client reviews, while also 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 mentoring junior team members which may require additional skills
  • Fast-paced environment due to rapid company expansion
Job score3.4/5
Benefits5/5
Freshness4/5
Career value4/5
Role clarity4/5
Pay transparency0/5

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