Titan Wealth Holdings Limited
Developing Client Support Administrator
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Titan Wealth
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.
Developing Client Support Administrator
The purpose of the Developing Client Support Administrator role is to provide high-quality administrative and organisational support to Titan Wealth Planning’s desk-based Financial Planners and wider Client Services Administration team. This is an entry-level position designed to act as a central administrative hub within the team, supporting day-to-day operations, maintaining accurate records, and acting as a first point of contact for clients. The role plays a key part in ensuring smooth service delivery, efficient workflows, and a positive client experience. The position offers clear long-term development opportunities into more senior Financial Planning / IFA Administration roles as skills and experience grow.
To provide support as required 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.
Responsibilities
Client & Administrative Support
- Act as a first point of contact for incoming client calls and emails, ensuring queries are handled professionally and efficiently
- Support the booking of client meetings and manage adviser diaries
- Assist with client onboarding and general client administration
Provider & Platform Administration
- Send Letters of Authority (LOAs) and chase providers for required information
- Liaise with providers and platforms to progress outstanding requests
- Support the wider team with provider and platform-related administration
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Data & Systems Management
- Input and maintain accurate client, policy and case data across internal systems
- Ensure records are kept up to date in line with internal procedures
- Use back-office and platform systems effectively (training provided)
Team Support
- Provide overflow and ad-hoc support to the wider administration team as required
- Contribute to the efficient running of the Client Services function
- Support team priorities through flexibility and a collaborative approach
About you
Essential
- Some experience in an office-based or administrative role
- Strong organisational skills with high attention to detail
- Confident and professional communication skills (written and verbal)
- Ability to manage multiple tasks and prioritise workload effectively
- A client-focused, service-driven approach
- Willingness to learn and develop within financial planning
Desirable
- Experience within financial services, wealth management, or a regulated environment
- Exposure to client administration, customer service, or provider / platform interaction
- Familiarity with office systems or back-office administration tools
TCF/RCR
To highlight to your line manager procedures & processes that do not adhere to the principles of TCF/RCR and to put forward suggestions that improve the TCF/RCR practices within the department.
Essential Qualifications
- Good standard of education
- Maths and English GCSE, grade 5 or above, or equivalent
Other information
- Full Time- permanent role
- 35 hours a week
- 9am to 5pm (1-hour lunch)
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 a 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.
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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
- Discretionary performance related bonus
- Employee Assistance Programme
- And lots of flexible benefits to choose from!
Terms
- Competitive salary
- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
- 25 days Annual Leave + public holidays
- Buy and sell holidays up to 5 days
- Office Christmas close (3-days)
- A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.
- Hybrid working
- Further education and training support
- Discretionary performance related bonus
- Confidential Employee Assistance Programme
- 2 days per year for voluntary work
- 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.
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