Junior Financial Planning Admin - Hybrid & Growth

Titan Wealth Holdings Limited; Norwich; Hybrid; GBP 18,000 - 24,000; Full time

Benefits offered by this job

Competitive salary

Private medical insurance

Pension scheme

25 days annual leave

Christmas close

Life Assurance

Health cash plan

Hybrid working

Discretionary bonus

Employee assistance

Job summary

Titan Wealth Holdings is building a new Client Services Administration Team in our Bristol office. We are seeking a Junior / Entry-Level Client Services Administrator to support our desk-based Financial Planners and wider admin team, acting as a central admin hub.

This role is ideal for school leavers, graduates or someone starting their first office-based role within financial services, who is keen to learn, build experience, and progress over time.

Qualifications

• Office experience preferred, ideally in financial services.
• Strong organisational skills and attention to detail.
• Confident communicator with a client-focused manner.
• Willing to learn and develop in financial planning administration.

Responsibilities

• Sending Letters of Authority (LOAs) and chasing providers.
• Booking client meetings and managing diaries.
• Acting as a first point of contact for client calls and emails.
• Data input and maintaining accurate client and policy records.
• Supporting the wider admin team with overflow / overspill tasks.
• Assisting with client onboarding and general client administration.
• Using back‑office and platform systems (training provided).

Skills

Office experience

Organisational skills

Confident communicator

Multi-tasking

Willingness to learn

Tools

Back-office systems

Platform systems

Job description

Titan Wealth Holdings is building a new Client Services Administration Team in our Bristol office. We are seeking a Junior / Entry-Level Client Services Administrator to support our desk-based Financial Planners and wider admin team, acting as a central admin hub.

This role is ideal for school leavers, graduates or someone starting their first office-based role within financial services, who is keen to learn, build experience, and progress over time.