{"id":4019351,"url":"https://alion.io/job/titan-wealth-developing-client-support-private-client","title":"Developing Client Support - Private Client","company":{"id":685930,"name":"Titan Wealth","domain":"titanwh.com","url":"https://alion.io/company/titanwh","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Lever","truth_index":{"grade":"B","score":75,"open_postings":8,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":32,"computed_at":"2026-11-11T05:49:22Z"}},"role":"Finance","role_family":"Finance","seniority":"junior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Norwich, United Kingdom"],"countries":["GB"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-11-10T10:53:34Z","employer_posted_date":"2026-11-10","last_verified_at":"2026-11-11T09:56:02Z","board_verified":true,"closed_at":null,"days_open":1,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":1},"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.\nThis 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.\nThe position offers clear long-term development opportunities into more senior Financial Planning / IFA Administration roles as skills and experience grow.\nTo 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.\nResponsibilities\nClient & Administrative Support\nAct as a first point of contact for incoming client calls and emails, ensuring queries are handled professionally and efficiently \nSupport the booking of client meetings and manage adviser diaries \nAssist with client onboarding and general client administration \nProvider & Platform Administration\nSend Letters of Authority (LOAs) and chase providers for required information \nLiaise with providers and platforms to progress outstanding requests \nSupport the wider team with provider and platform-related administration \nData & Systems Management\nInput and maintain accurate client, policy and case data across internal systems \nEnsure records are kept up to date in line with internal procedures \nUse back-office and platform systems effectively (training provided) \nTeam Support\nProvide overflow and ad-hoc support to the wider administration team as required \nContribute to the efficient running of the Client Services function \n\nSupport team priorities through flexibility and a collaborative approach \nAbout you\nSome office experience (financial services preferred, but not essential)\nStrong organisational skills and attention to detail\nConfident communicator with a professional, client-focused manner\nComfortable handling multiple tasks and supporting different people\nKeen to learn and develop a career in financial planning / wealth management\nBackgrounds that could work well include:\nSchool leavers or graduates seeking a first role in 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