Developing Client Support Administrator
Basingstoke, England, United Kingdom Internship Posted 1 hour ago
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.
Responsibilities
About you
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
Discretionary performance related bonus
Employee Assistance Programme
And lots of flexible benefits to choose from!
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.
Terms
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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.
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
- 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
- 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)
- 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 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
- 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
- To highlight to your line manager procedures & processes that do not adhere to the principles of TCF/RCR and to put forward suggestions that improve the TCF/RCR practices within the department
- 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.
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
Discretionary performance related bonus
Employee Assistance Programme
And lots of flexible benefits to choose from!
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.
Terms
- Competitive salary
- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
- 25 days Annual Leave + public holidays
- Buy and sell holidays up to 5 days
- Office Christmas close (3-days)
- A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance
- Hybrid working
- Further education and training support
- Discretionary performance related bonus
- Confidential Employee Assistance Programme
- 2 days per year for voluntary work
- And lots of flexible benefits to choose from!
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
