Client Support - Risk and Reward

Job description

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. We’re looking for a Corporate Benefits Administrator to join our growing Corporate Benefits team at Titan Wealth. This is a fantastic opportunity to build your career within a collaborative, fast-paced environment where you’ll support the delivery of high-quality Group Risk and Healthcare solutions. You’ll work closely with Consultants, clients and insurers to ensure a seamless service—playing a key role in managing client queries, supporting renewals and maintaining accurate scheme data. As part of our Client Support team, you’ll be responsible for supporting a portfolio of clients across **Group Risk and Healthcare** schemes, ensuring a high standard of service and accuracy at all times. ### Responsibilities - Act as a key point of contact for clients, handling day-to-day queries in a professional and timely manner - Support the renewal process, including: - Collecting and validating membership data - Liaising with insurers for quotations - Preparing draft recommendation reports - Produce and issue annual accounts accurately and within agreed timescales - Support Group Risk claims and underwriting processes, liaising with insurers and stakeholders - Monitor outstanding payments and proactively follow up with clients - Assist with invoicing, ensuring accuracy and timely processing - Manage mid-term adjustments, including joiners and leavers across schemes - Maintain accurate and up-to-date records across internal systems - Build strong relationships with clients, consultants and insurers - Prioritise workload effectively to meet deadlines across multiple client requirements ### What we’re looking for #### Skills - High attention to detail, particularly when working with complex data - Strong organisational skills with the ability to manage multiple priorities - Clear and professional communication, both written and verbal - A methodical and structured approach to problem-solving - Strong Excel and MS Office skills, with the ability to analyse and reconcile data - Proactive mindset with a sense of ownership and accountability - A collaborative team player who supports wider business goals #### Experience **Essential:** - Experience in an administration or client support role - Experience working to deadlines/SLA-driven environments - Strong stakeholder management skills (internal and external) - Experience maintaining accurate records and ensuring data integrity - Ability to prioritise and manage workload effectively - Awareness of regulatory principles (e.g. Treating Customers Fairly / Consumer Duty) **Desirable:** - Experience within financial services or insurance - Exposure to employee benefits or group risk administration - Knowledge of: - Group Income Protection (GIP) - Group Life Assurance (GLA) - Private Medical Insurance (PMI) - Understanding of workplace pensions administration - Experience supporting renewal processes ### Qualifications - Relevant qualifications are desirable but not essential - Working towards or holding a **CII qualification** would be advantageous