Developing Client Support - Private Client

Titan Wealth; Norwich; Hybrid; GBP 21,000 - 27,000; Full time

Benefits offered by this job

Competitive salary

Private Medical Insurance post-probati

Attractive Employee Pension Scheme (7.

25 days Annual Leave (plus buy andsell

Office Christmas close (3-days)

Life Assurance

Health cash plan

Hybrid working

Discretionary performance relatedbonus

Employee Assistance Programme

Flexible benefits to choose from

Job summary

Titan Wealth Planning (TWP), a Titan Wealth subsidiary, is hiring an entry-level Developing Client Support Administrator to assist Financial Planners and the Client Services team in daily administration and data management.

The role acts as a central hub for client communications, onboarding, and provider/platform administration, with clear progression into more senior Financial Planning / IFA Administration roles as skills grow. Hybrid working available.

Qualifications

• Some office experience in financial services preferred.
• Strong organisational skills and attention to detail.
• Confident communicator with a professional, client-focused manner.
• Keen to learn and develop a career in financial planning / wealth management.

Responsibilities

• Act as a first point of contact for incoming client calls and emails, ensuring queries are handled professionally and efficiently
• Assist with client onboarding and general client administration
• Support the booking of client meetings and manage adviser diaries
• Send Letters of Authority (LOAs) and chase providers for required information
• Liaise with providers and platforms to progress outstanding requests
• Maintain accurate client, policy and case data across internal systems
• Provide overflow and ad-hoc support to the wider administration team
• Contribute to the efficient running of the Client Services function
• Support team priorities through flexibility and collaboration

Skills

Office experience

Organisational skills

Attention to detail

Client-focused communication

Multi-tasking / prioritisation

Job description

The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses.

Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It’s an inspiring time to join the team!

Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals.

The purpose of the Developing Client Support Administrator role is to provide high‑quality administrative and organisational support to Titan Wealth Planning’s 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

• Some office experience (financial services preferred, but not essential)
• Strong organisational skills and attention to detail
• Confident communicator with a professional, client‑focused manner
• Comfortable handling multiple tasks and supporting different people
• Keen to learn and develop a career in financial planning / wealth management

Backgrounds that could work well include:

• School leavers or graduates seeking a first role in financial services
• Candidates with general office or admin experience
• Platform / provider backgrounds.
• Customer service roles with strong admin exposure.

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.

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
• Hybrid working
• Discretionary performance related bonus
• Employee Assistance Programme
• 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.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.