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Developing Client Support - Private Client en Titanwh

Titanwh · Norwich, Reino Unido · Hybrid

Microsoft Excel

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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.

The purpose of the Developing Client Support Administrator role is to provide high‑quality administrative and organisational support to Titan Wealth Planning’s Financial Planners and wider Client Services Administration team. 

This is an entry‑level position designed to act as a central administrative hub within the team, supporting day‑to‑day operations, maintaining accurate records, and acting as a first point of contact for clients. The role plays a key part in ensuring smooth service delivery, efficient workflows, and a positive client experience. 

The position offers clear long‑term development opportunities into more senior Financial Planning / IFA Administration roles as skills and experience grow. 

To provide support as required to financial advisers or consultants to enable the provision of financial or product advice to clients, as set out within the FCA’s rules and company procedures.

Responsibilities

Client & Administrative Support 

  • 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 

    • Provider & Platform 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 

    • Data & Systems Management 

  • Input and maintain accurate client, policy and case data across internal systems 
  • Ensure records are kept up to date in line with internal procedures 
  • Use back‑office and platform systems effectively (training provided) 

    • Team Support 

  • Provide overflow and ad‑hoc support to the wider administration team as required 
  • Contribute to the efficient running of the Client Services function 
  • Support team priorities through flexibility and a collaborative approach 

    • 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.

    • Additional Information

    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.
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