Developing Client Support - Private Client
Description
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.
As published by lever · 3 questions
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