Client Services Administrator

Titan Wealth Planning Limited; Harrogate; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

An established industry player seeks a dedicated Administrative Support professional to join their Investment Management team. In this role, you will provide essential secretarial and administrative support, ensuring seamless investment services for clients. Your responsibilities will include onboarding clients, maintaining records, and assisting with client communications. This innovative firm values professionalism, trust, and innovation, offering a hybrid working environment along with competitive benefits. If you're detail-oriented and eager to contribute to a dynamic team, this opportunity is perfect for you.

Benefits

Private Medical Insurance

Group Life Insurance

Income Protection Insurance

6% Employer Pension Contribution

Further Education and Training Support

Discretionary Performance Related Bonus

Confidential Employee Assistance Programme

2 Days for Voluntary Work

Employee Discounts

Qualifications

• Strong verbal and written communication skills are essential.
• Experience in an administrative role is required.
• Attention to detail and problem-solving abilities are crucial.

Responsibilities

• Provide secretarial and administrative support to the investment management team.
• Maintain client files and records, including new client setup.
• Assist in the quarterly valuation process and client communication.

Skills

Verbal Communication

Written Communication

Problem-solving

Attention to Detail

Teamwork

Education

GCSE Grade C or above in English

GCSE Grade C or above in Maths

Tools

Microsoft Word

Microsoft Excel

Microsoft 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.

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.

Role 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.

Role Requirements

• 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.

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

Professionalism - how we treat our clients and colleagues.

Trust - embrace innovation and adapt to change.

Innovation - dare to create and don't fear failure.

Terms

Competitive salary

Hybrid working

25 days annual leave + public holidays

A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.

6% employer pension contribution

Further education and training support

Discretionary performance related bonus

Confidential Employee Assistance Programme

2 days per year for voluntary work

“Salary Extras” employee discounts

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.