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Junior Financial Planning AdministratorTitan Wealth · Norwich
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Titan Wealth

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Junior Financial Planning Administrator

🗓️ Posted 2026-09-29 Norwich Perm, Full Time Hybrid Banking Financial Services
💰 Salary Not shared 📊 Market 1,833 GBP–2,250 GBP/mo

About the Company

Integrated solutions for investment managers and IFAs Titan Wealth is developing a whole new approach to providing wealth management solutions by acquiring and integrating the full range of wealth services. Through economies of scale and seamless operations, this innovative business model is giving Advisers and their clients the best opportunity to fulfil their financial ambitions. With full access to wealth planning, whole-of-market execution, settlement, custody, reporting and compliance, Titan Wealth is empowering Advisers to build better client relationships, needs-matched portfolios and a more efficient and profitable business. Titan Wealth also provides execution, custody, clearing and wealth management services to small and medium sized brokers, proprietary traders, family offices and wealth managers. Financial Services Specialties: Wealth Management, Advisory Services, Financial Integration, Client Solutions

Responsibilities

  • ● 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.
  • ● 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.