Financial Planning Administrator

Titan Wealth Holdings Limited· United Kingdom·1mo ago

Full-timeHybrid

Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions.

We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term.

We are looking for an experienced Client Support Administrator to join our growing Financial Planning team in Harrogate. This is a key role supporting a high-performing adviser who manages a well-established, high-net-worth client bank.

You will play a pivotal part in delivering an exceptional client experience, working closely with clients, providers, and internal teams to ensure all work is completed accurately, efficiently, and to the highest standard.

This is a fantastic opportunity for an individual who enjoys client interaction, takes pride in their work, and wants to be part of a collaborative and forward-thinking environment.

Supporting an adviser managing circa £130m AUM across ~140 households
Client values typically from £150k to £25m+ (family-linked)
Diverse and active client base with complex needs including:
- Investments and pensions
- Business ventures
- Inheritance tax (IHT) planning
Clients range from mid-20s through to early 80s, based across the UK
Demanding but rewarding client relationships, with varying time pressures and expectations

You will gain excellent exposure to high-net-worth clients and complex cases, supporting meaningful client outcomes.