Hybrid Client Services Admin – Growth-Ready

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 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.