Developing Client Support

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

Requirements

• Strong organisational skills and attention to detail
• Confident communicator with a professional, client‑focused manner

Preferred

• School leavers or graduates seeking a first role in financial services

Responsibilities

Using back‑office and platform systems (training provided)

About you

Some office experience (financial services preferred, but not essential)

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

Candidates with general office or admin experience

• Platform / provider backgrounds.
• Customer service roles with strong admin exposure.
• 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.

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
• Hybrid working
• Discretionary performance related bonus

Employee Assistance Programme

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.