Wealth Planning Client Services Assistant

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

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.