Junior Financial Planning Administrator

Titan Wealth Holdings Limited; City of Norwich (NY); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Competitive salary

Private Medical Insurance

Employee Pension Scheme

25 days Annual Leave

Hybrid working

Performance-related bonus

Job summary

Titan Wealth is seeking a Junior / Entry-Level Client Services Administrator for their new Client Services Administration Team. This role is perfect for school leavers or graduates eager to start a career in financial planning administration.

The position involves supporting Financial Planners and managing core administrative tasks. Ideal candidates will possess strong organizational skills, a focus on client communication, and a desire to progress in the wealth management industry.

Qualifications

• Some office experience, preferably in financial services.
• Strong organizational skills with attention to detail.
• Confident communicator with a professional demeanor.

Responsibilities

• Sending Letters of Authority 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 client and policy records.
• Supporting the admin team with overflow tasks.
• Assisting with client onboarding and administration.

Skills

Organizational skills

Communication

Attention to detail

Client focus

Education

School leaver or graduate

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.

Titan Wealth Holdings is growing, and we’re building a new Client Services Administration Team in our Bristol office. We’re now looking for a Junior / Entry‑Level Client Services Administrator to join the team — an ideal opportunity for someone starting their career in financial planning administration.

This role is perfect for a school leaver, graduate, or someone in their first office‑based role within financial services, who is keen to learn, build experience, and progress over time.

This position is a key support role within the team — often described as a “bionic receptionist” — acting as a central admin hub that keeps everything running smoothly. You’ll support our desk‑based Financial Planners and wider admin team, handling core administrative tasks and acting as a first point of contact for clients.

Over time, there are clear opportunities to progress into more senior IFA administration roles within the team.

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)

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.