Client Support - Private Client
titanwh· Client Support - Private Client
About this role
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.
This role will provide support to financial advisers or consultants to enable the provision of financial or product advice to clients, as set out within the FCA’s rules and company procedures.
The role is hybrid, working from our office in Inverurie.
Responsibilities
- Helping Advisers to prepare for client reviews by:
- Ensuring all client and plan information is up to date on IO
- Requesting plan information from the respective providers either by post, email or direct from the provider platform. Chase regularly to ensure this is received in time for the meeting. Upload to IO once received according to naming conventions.
- Updating contributions and withdrawals using the transaction history from each provider. Link any transfers within plans
- Adding the details of any missing policy information to IO as required
- Validating all funds held within IO, ensuring that unit balances are recorded correctly, and any price feeds automatically pull through to produce an accurate plan value
- Checking the income expectations on all the clients plans to ensure that these are correctly recorded and update as required
- Collate the costs and charges information for plans held by clients ensuring the details contain any income from commission, fund based or Adviser charges
- Using the standard templates within IO, create and check the client valuation report and upload to IO
- Compile and produce any Meeting packs requested by the Advisers including, but not limited to:
- Pre-meeting communications
- FE Analytics research on the funds held by the client
- Data capture form from IO
- Client Valuation Report producing comparisons between old and new centralised investment propositions
- Preparing cases for submission to the Paraplanning team by producing and completing plan information checklists and chasing providers for missing plan information via phone and email.
- If requested, the checking and validation of client income expectations held within the system
- Interrogation of the data and liaison with the Adviser to ensure the data held within the system is correct and consequently valuations and revenue will match.
- Frequently interact with Advisers, Paraplanners and Client Support to ensure that we deliver an excellent customer service to all clients
- Produce client letters as required
- Answering overflow Reception phone calls
- Ensure that the level of service, as agreed with each client, is delivered in a timely manner.
- To deal efficiently with all day-to-day telephone and email enquiries from clients and providers.
- Create and maintain effective client files according to naming conventions.
- New business processing and application submission.
- Liaising with product providers as and when necessary, chasing as often as required.
- Keep up to date with new products, technical or legislative changes within the marketplace
- Always comply with the Compliance policies
- Engage with training and development as applicable
- Perform ad hoc tasks as and when required, always bearing in mind TCF and the needs of the business.
Essential Skills, qualities and Experience required:
- A minimum 12 month’s IFA administration experience, supporting an advisor
- Previous regulatory or financial industry experience is desirable
- Good written and oral communication skills.
- Methodical and organised.
- Computer literate
- Accurate with good attention to detail.
- Problem solving.
- Knowledge of the advice process
- True collaborator, takes initiative, curious
- A desire to learn and develop and step out of comfort zone
Essential Qualifications:
- Good standard of education
- Maths and English GCSE, grade 5 or above, or equivalent.
Titan expected behaviours:
- Commercial Awareness
- Innovation
- Collaboration
- Team contribution
- Professionalism
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.
Frequently Asked Questions
Is the salary disclosed for the Client Support - Private Client position at titanwh?
The salary for this Client Support - Private Client role at titanwh is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Client Support - Private Client position at titanwh located?
This Client Support - Private Client role at titanwh is based in Harrogate. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Client Support - Private Client role at titanwh full-time or part-time?
This is listed as a Perm, Full Time position. It is posted as a Client Support - Private Client role in the Client Support - Private Client department at titanwh.
Which team or department does the Client Support - Private Client at titanwh belong to?
This Client Support - Private Client position is part of the Client Support - Private Client department at titanwh. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Client Support - Private Client position at titanwh?
Click the "Apply Now" button on this page. You will be redirected to titanwh's official application portal hosted on lever where you can submit your application directly.
When was the Client Support - Private Client job at titanwh posted?
This Client Support - Private Client position at titanwh was posted on Sep 29, 2026. Apply as soon as possible — early applications are often reviewed first.
Client Support - Private Client
titanwh
You'll be redirected to titanwh's official application page on Lever.