Senior Client Support Administrator – Wealth Planning

Basingstoke Source: WhatJobs
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Titan Wealth is expanding its advisory team in the UK. The Senior Client Support Administrator will back Financial Advisers with compliant, efficient client servicing and support throughout the advice process, from enquiry to ongoing servicing.

Strong regulatory knowledge and client-focused delivery are essential for success. The role requires collaboration with advisers, paraplanners and operations, with a focus on accuracy, data integrity and continuous improvement within a hybrid work

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