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Developing Client Support - Private Client

Titan Wealth Holdings Limited

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Location
Norwich
Workplace
Hybrid
Type
Full-time
Department
TAHL - Wealth
Source
Lever

Description

The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to.  As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses.
 
Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It’s an inspiring time to join the team!
 
Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals.

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.

Skills

Customer Service