As a Junior Financial Planning Administrator, you'll support financial planners with administrative tasks, client communication, and diary management, while developing a career in financial services.
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.
Titan Wealth Holdings is growing, and we’re building a new Client Services Administration Team in our Bristol office. We’re now looking for a Junior / Entry‑Level Client Services Administrator to join the team — an ideal opportunity for someone starting their career in financial planning administration.
This role is perfect for a school leaver, graduate, or someone in their first office-based role within financial services, who is keen to learn, build experience, and progress over time.
This position is a key support role within the team — often described as a “bionic receptionist” — acting as a central admin hub that keeps everything running smoothly. You’ll support our desk‑based Financial Planners and wider admin team, handling core administrative tasks and acting as a first point of contact for clients.
Over time, there are clear opportunities to progress into more senior IFA administration roles within the team.
Responsibilities
- Sending Letters of Authority (LOAs) and chasing providers
- Booking client meetings and managing diaries
- Acting as a first point of contact for client calls and emails
- Data input and maintaining accurate client and policy records
- Supporting the wider admin team with overflow / overspill tasks
- Assisting with client onboarding and general client administration
- Using back‑office and platform systems (training provided)
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
- 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.
Backgrounds that could work well include:
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!
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.
Top Skills
Back-Office Systems
Platform Systems
Titan Wealth Holdings London, England Office
101 Wigmore Street, London, United Kingdom, W1U 1QU
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