Financial Planning Administrator

Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions. We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term. At Titan Wealth, we''re looking for a Client Support Administrator to join our growing team in Meriden. This is an exciting opportunity for someone who enjoys working collaboratively, building strong relationships, and playing a key role in delivering exceptional support to advisers and clients alike. About the Role You will join a close-knit and supportive team environment where collaboration is at the heart of everything we do. Initially, you will work within a pod structure alongside other Client Support professionals and advisers, providing high-quality administrative support and contributing to an outstanding client experience. As the business continues to evolve, there is the opportunity for the role to develop further, with greater ownership and responsibility supporting a dedicated group of advisers. Key Responsibilities Adviser and Client Support Prepare client review packs and valuation reports. Ensure client and ..... full job details .....