- Location
- Harrogate
- Workplace
- Hybrid
- Type
- Full-time
- Department
- TAHL - Wealth
- Seniority
- Senior
- Industry
- Finance
- Category
- Customer Support
- Role type
- Individual Contributor
- Environment
- Office
- Source
- Lever
Overview
This role involves supporting clients within a wealth management environment. You'll collaborate with internal teams and partners, embodying company values of creativity, commitment, and teamwork. Responsibilities include delivering high-quality client service and contributing to innovative solutions. The position offers hybrid working, competitive compensation, and a robust benefits package including pension, private medical insurance, and professional development support.
Description
We are looking for an experienced Senior Client Services 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.
Benefits
Languages
About Titan Wealth Group
Titan Wealth is a fast-growing wealth management business, both in the UK and internationally, structured to deliver leading advice-led wealth management services.
