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Titan Wealth Holdings
Titan Wealth Holdings
201 – 500 Employees
Skilled Worker Visa SponsorConsultingFinanceInsurance
Titan Wealth Holdings is a UK-based financial services company focused on discretionary fund management, wealth management, and asset management. Its services support investment managers and independent financial advisers through execution, administration, and integrated operational solutions designed to make the wealth management cycle more efficient. With a team of more than 200 employees, Titan Wealth Holdings also grows through the acquisition of asset management firms alongside organic development.
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Client Support and Corporate Administration Specialist – Bristol Hybrid

Provide corporate benefits administration for Group Risk and Healthcare schemes at Titan Wealth, a UK wealth management business. Manage client queries, renewals, claims, invoicing and accurate scheme records.

GBUnited KingdomHybridFull-timeMiddleSeniorEnglish RequiredClient ServicesClient Services Representative

Description

  • Serve as a reliable first point of contact, resolving daily client queries promptly and professionally
  • Coordinate renewals by validating membership data, obtaining insurer quotations and preparing draft recommendation reports
  • Prepare and issue accurate annual accounts within agreed deadlines
  • Assist insurers and stakeholders with Group Risk claims and underwriting activities
  • Track overdue payments and follow up with clients as needed
  • Support accurate, timely invoice preparation and delivery
  • Process mid-term scheme changes, including member joiners and leavers
  • Keep records complete, accurate and current across internal systems
  • Develop effective working relationships with clients, consultants and insurers
  • Organise competing priorities to meet deadlines across multiple client requirements
  • Help deliver Group Risk and Healthcare solutions for an assigned client portfolio

Requirements

  • Demonstrated care and precision when handling complex data
  • Strong organisation skills and the ability to balance competing priorities
  • Professional written and verbal communication skills
  • A systematic approach to investigating and resolving problems
  • Advanced Excel and Microsoft Office capability, including data analysis and reconciliation
  • A proactive approach with personal accountability and ownership
  • Ability to contribute effectively as part of a collaborative team
  • Previous administration or client support experience
  • Experience meeting deadlines in SLA-led environments
  • Proven ability to manage internal and external stakeholders
  • Experience maintaining reliable records and protecting data accuracy
  • Ability to plan, prioritise and control a varied workload
  • Understanding of regulatory principles including Treating Customers Fairly and Consumer Duty
  • Relevant professional qualifications are useful but not mandatory
  • CII qualification is beneficial but not required

Benefits

  • Competitive salary
  • Employee pension scheme with a 7.5% employer contribution and minimum 3% employee contribution
  • 25 days of annual leave plus public holidays
  • Option to buy or sell up to five days of holiday
  • Three-day office closure over Christmas
  • Private medical insurance
  • Group life insurance
  • Income protection insurance
  • Hybrid working arrangement
  • Support for further education and professional training
  • Discretionary performance-related bonus
  • Confidential Employee Assistance Programme
  • Two paid days each year for voluntary work
  • Flexible benefits selection

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