Client Administration Director
1 day ago
Join our dynamic team as a Client Support Manager and play a key role in delivering exceptional client services. As a Client Support Manager, you will be responsible for leading and managing a high-performing team of client administrators, ensuring they consistently work towards delivering high-quality services.
About UsTitan Wealth Holdings Limited is a top financial planning company located in Bristol, UK. Our focus is on providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees achieve their financial goals.
Responsibilities- Lead, coach, and support the client administration team to ensure high motivation and performance across all roles.
- Promote a positive team culture, encouraging collaboration, continuous learning, and professional development.
- Ensure that recruitment, training, and performance management processes are aligned with company values and best practices.
- Oversee the efficient management of client records within the Intelligent Office system, ensuring compliance with internal standards and regulatory requirements.
- A proven track record in managing an administration team, ensuring high levels of service and operational efficiency.
- Strong understanding of compliance, risk, and governance within financial services operations.
- Experience within a regulated financial services environment, with knowledge of FCA requirements.
- Familiarity with Intelligent Office or similar client management systems.
We offer a competitive salary of £55,000 - £70,000 per annum, depending on experience. Other benefits include:
- Private Medical Insurance
- Employee Pension Scheme
- 24 days Annual Leave
- Dental Insurance
- Life Assurance
- Health cash plan
We strive to provide equal opportunities in all aspects of the workplace, promoting a collaborative, supportive, and high-performance work environment.
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