Developing Client Support Administrator

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.

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

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)