The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses.
Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It’s an inspiring time to join the team!
Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals.
The role
To provide high-quality administrative and technical support to Financial Advisers, enabling the delivery of compliant, efficient and client-focused financial planning advice. The role holder will act as a key point of contact within the advice process, ensuring all client servicing activities are completed accurately, within regulatory requirements, and in line with Titan Wealth’s procedures and service standards.
Working closely with advisers, paraplanners and operational teams, the Senior Client Support Administrator will manage complex client cases, oversee new business submissions, support ongoing client reviews, and help ensure an exceptional client experience from initial enquiry through to implementation and ongoing servicing. The role requires a strong understanding of financial products, FCA regulations and industry best practice, as well as the ability to prioritise workloads, mentor junior team members and contribute to continuous improvement initiatives across the business.
The successful candidate will play a vital role in maintaining the smooth operation of the advice process, building strong relationships with clients and colleagues, and supporting Titan Wealth's commitment to delivering outstanding service and positive client outcomes.
Responsibilities
- 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
Critical Skills and Experience required
- Essential - Previous Client Support / IFA Administration experience within a Financial Planning or Wealth Management firm.
- Essential – Proficiency with Intelligent Office
- Experience supporting Financial Planners directly.
- Strong interpersonal and relationship-building skills.
- Confidence communicating with high-net-worth clients and their professional introducers.
- The ability to work proactively and anticipate adviser requirements.
- Excellent organisation and attention to detail.
- A collaborative and team-oriented approach.
FCA requirements TCF/RCR
- Adhere to all FCA regulations including consumer duty.
- To highlight to your line manager procedures & processes that do not adhere to the principles of TCF/RCR and to put forward suggestions that improve the TCF/RCR practices within the department.
Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:
Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.
Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.
Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.
Some of our 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
- Health cash plan
- Hybrid working
- Discretionary performance related bonus
- Employee Assistance Programme
- And lots of flexible benefits to choose from!
The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.
