Hybrid Client Support Administrator

Titan Wealth Holdings Limited

Basingstoke

Hybrid

GBP 22,000 - 28,000

Full time

8 days ago

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Benefits offered by this job

Private Medical Insurance post-probati

Pension scheme (7.5% employer & 3% min

25 days annual leave (+ sell/buy 5)

Hybrid working

Discretionary performance bonus

Employee Assistance Programme

Job summary

Titan Wealth Group is seeking an entry-level Developing Client Support Administrator to support desk-based Financial Planners and the Client Services team. The role acts as a central administrative hub, ensuring smooth service delivery, accurate records and a positive client experience.

This is a full-time, 35-hour week role with clear long-term development paths into more senior IFA administrative positions.

Qualifications

Essential: good standard of education with Maths and English GCSEs (5 or above).
Strong organisational skills with high attention to detail.
Confident and professional communication (written and verbal).
Ability to manage multiple tasks and prioritise workload.
A client-focused, service-driven approach.
Willingness to learn and grow within financial planning.

Responsibilities

Act as a first point of contact for client calls and emails, handling queries professionally.
Support 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 information.
Liaise with providers and platforms to progress requests.
Input and maintain accurate client, policy and case data in internal systems.
Use back-office and platform systems with training provided.
Provide overflow and ad-hoc support to the wider administration team.