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.
Responsibilities
- Act as a key point of contact for clients, providing a high-quality, personable service
- Proactively manage client queries, ensuring timely and accurate responses
- Prepare and process client documentation across a range of financial planning products
- Liaise with providers, challenging where necessary to ensure timely and accurate delivery
- Ensure all work is completed ‘right first time’, maintaining high attention to detail
- Support advisers with client reviews, ongoing servicing and case progression
- Prioritise workload effectively in a fast-paced environment
- Identify opportunities to improve processes and client outcomes
About you
- Proven experience within a Financial Planning / Wealth Management environment
- Experience supporting high-net-worth (HNW) clients
- Confident in dealing directly with clients and building relationships
- Comfortable challenging providers to drive outcomes for clients
- Proactive, self-motivated and able to take ownership of workload
- Strong organisational skills with the ability to prioritise effectively
- High attention to detail and commitment to quality
- A team player with a positive attitude and strong work ethic
- Brings personality and energy to the team
- It would be desirable for you to have IO experience.
We are looking for someone who brings both strong technical capability and the right mindset:
Skills Required
- Proven experience within a Financial Planning or Wealth Management environment
- Experience supporting high-net-worth (HNW) clients
- Confident client-facing communication and relationship building
- Ability to challenge providers and drive outcomes for clients
- Proactive, self-motivated with ownership of workload
- Strong organisational skills and ability to prioritise effectively
- High attention to detail and commitment to quality
- Team player with a positive attitude and strong work ethic
- IO experience (desirable)
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.
