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:
Skills Required
- Some office experience
- Strong organisational skills and attention to detail
- Confident communication and a professional, client-focused manner
- Ability to handle multiple tasks and support different people
- Willingness to learn and develop a career in financial planning or wealth management
What We Do
Titan is a discretionary fund management / wealth and asset management business. Targeting £50 billion in assets under administration over the next three to five years and assets under management of £40 billion, Titan aims to bring high-quality execution and administration to the asset and wealth management sector. Titan provides execution, custody, clearing and wealth management services to small and medium sized broker dealers, proprietary traders, intermediaries, family offices and wealth managers and platform services, custody and investment solutions to financial advisors, family offices, retail clients and institutions via a network of trusted intermediaries.
