Client Service Administrator - Harrogate

Titan Wealth Holdings Limited; Harrogate; Hybrid; GBP 30,000 - 40,000; Full time

Benefits offered by this job

Competitive salary

Private Medical Insurance

Pension scheme

25 days annual leave

Office Christmas close

Life Assurance

Discretionary bonus

Employee Assistance Programme

Hybrid working

Training support

Job summary

Titan Wealth Holdings Limited is seeking an administrator to support the Investment Management team in Harrogate. You will handle secretarial tasks, onboarding clients, filing, and assisting with client communications.

Key duties include processing account forms, maintaining client files, and aiding valuation processes. The role requires strong MS Office skills and prior admin experience, with hybrid working arrangements available.

Qualifications

• GCSE English and Maths at grade C or above.
• Strong verbal and written communication skills.
• Previous experience in an administrative role.
• Must be inquisitive and a problem-solver with keen eye for detail.
• Ability to work both in a team and independently.
• Proficient in Microsoft Word, Excel and PowerPoint.

Responsibilities

• Provide secretarial and administrative support to the investment management team, including filing, onboardings and report preparation.
• Speak to clients on behalf of the Investment Manager, take instructions and book meetings.
• Assist investment management teams and maintain client files and records.
• Process account opening forms and liaise with compliance, operations, and third parties.
• Support quarterly valuation processes and communicate with clients and SIPP providers.
• Create presentations in PowerPoint and help improve processes to reduce paper reliance.

Skills

Verbal communication

Written communication

Team player

Independent worker

Attention to detail

Microsoft Word

Excel

PowerPoint

Education

GCSE English

GCSE Maths

Tools

Microsoft Word

Excel

PowerPoint

Job description

About us

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.

Titan Private Wealth is a well-established independent investment management business who provide portfolio management and stockbroking services to private clients. With full in-house back office, research and support teams, Titan Private Wealth are committed to providing an exceptional level of service to our clients which is achieved by developing long-term and trusted relationships. Titan Private Wealth our investment management arm, recently rebranded from Cardale, founded in 2003 and based in Harrogate.

The role

This role would be to work within the Investment Management team based in Harrogate.

You will provide secretarial and administrative support to the investment management team in the provision of investment services to clients. You will also work with intermediaries with onboarding clients across to Titan Private Wealth.

Responsibilities

• Provide secretarial and administrative support to the investment management team in the provision of investments services to clients, compiling reports, onboarding clients, filing and other administrative duties.
• To speak to clients on behalf of the Investment Manager , taking instructions and booking in meetings.
• Provide support for all the investment management teams.
• Maintain client files and records including new client set up and deletion.
• Process account opening forms, liaising with compliance, operations, financial planning team and other third parties.
• To provide support with the quarterly valuation process e.g. writing letters to clients, sending valuation emails to clients and third parties.
• Provide information to third parties e.g. SIPP providers, solicitors and accountants as and when requested.
• To liaise with operations regarding cash movements e.g. fee covers, ISA subscriptions, spousal transfers etc. Filling out cash forms.
• Monitoring daily cash balances, sending cash out to clients/SIPP providers and moving funds between accounts.
• To provide management information in excel format from suitability logs.
• Helping investment managers in creating presentations in power point.
• Work with the Client Services Manager to identify opportunities for improving processes and removing the reliance on paper.
• Answer overflow calls from reception.Maintaining up to date knowledge of company procedures and policies and completing compliance training in a timely manner.
• Any other duties in line with the level and scope of this role.

Essential Skills, qualities and Experience required:

• Must have gained GCSE Grade C or above in English and Maths
• Strong verbal and written communication
• Previous experience of working in an administrative role
• Inquisitive and a problem-solver with a keen eye for detail
• Proven ability to work within a team and on your own.
• Experience with Microsoft Word, Excel and PowerPoint essential.
• Previous experience within the financial services sector is advantageous but not essential.

Essential Qualifications:

• Good standard of education
• Maths and English GCSE, grade 5 or above, or equivalent.

Titan expected behaviours

• Commercial Awareness
• Innovation
• Collaboration
• Team contribution
• Professionalism

Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:

Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.

Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.

Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.

Some of our benefits:

Competitive salary

Private Medical Insurance post probation

Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)

25 days Annual Leave (plus buy and sell up to 5 days)

Office Christmas close (3-days)

Life Assurance Health cash plan

Discretionary performance related bonus

Employee Assistance Programme

And lots of flexible benefits to choose from!

Terms

-Competitive salary

• Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
• 25 days Annual Leave + public holidays
• Buy and sell holidays up to 5 days
• A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.
• Hybrid working
• Further education and training support
• Discretionary performance related bonus
• Confidential Employee Assistance Programme
• 2 days per year for voluntary work
• And lots of flexible benefits to choose from!

The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.