Developing Client Support Administrator

Titanwh; Basingstoke; Hybrid; GBP 18,000 - 24,000; Full time

Benefits offered by this job

Private Medical Insurance

Pension Scheme

25 days annual leave

Office Christmas Closure

Life Insurance

Discretionary bonus

Employee Assistance Programme

Flexible benefits

Job summary

Titan Wealth is seeking an entry-level Client Support Administrator to assist Financial Planners and the Client Services team. The role acts as a central hub, handling client queries, onboarding, and administration.

This position offers long-term development into senior Financial Planning roles. You will support advisers, manage diaries, and help ensure accurate records while delivering a positive client experience.

Qualifications

• 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

Responsibilities

• 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
• 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
• Input and maintain accurate client, policy and case data across internal systems
• Use back-office and platform systems effectively (training provided)
• Provide overflow and ad-hoc support to the wider administration team as required

Skills

Organisation

Attention to detail

Communication

Multitasking

Client-focused

Willingness to learn

Education

GCSE Maths

GCSE English

Tools

Office systems

CRM systems

Back-office tools

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.

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.

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
• Assistwith 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

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

• 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

Qualifications

• Good standard of education
• Maths and English GCSE, grade 5 or above, or equivalent

Contract

• Full Time- permanent role
• 35 hours a week
• 9am to 5pm (1-hour lunch)

Company Values

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 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.

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 planDiscretionary 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.