Developing Client Support Administrator en Titanwh

Titan Wealth is a fast-growing wealth management business, both in the UK and internationally.  It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions.

We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term.

The purpose of the Developing Client Support Administrator role is to provide high‑quality administrative and organisational support to Titan Wealth Planning’s desk‑based 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.

 

 

Essential 

• Some experience in an office‑based or administrative role 
• Strong organisational skills with high attention to detail 
• Confident and professional communication skills (written and verbal) 
• Ability to manage multiple tasks and prioritise workload effectively 
• A client‑focused, service‑driven approach 
• Willingness to learn and develop within financial planning 

Desirable 

• Experience within financial services, wealth management, or a regulated environment 
• Exposure to client administration, customer service, or provider / platform interaction 
• Familiarity with office systems or back‑office administration tools 

• Good standard of education
• Maths and English GCSE, grade 5 or above, or equivalent

Full Time- permanent role

35 hours a week

9am to 5pm (1-hour lunch)

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.

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.