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.

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 

 

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.