Wealth Client Support Specialist (Hybrid)

Titan Wealth; Harrogate; Hybrid; GBP 30,000 - 42,000; Full time

Benefits offered by this job

Competitive salary

Private Medical Insurance post probation

Attractive Employee Pension Scheme

25 days Annual Leave

Office Christmas close

Life Assurance

Health cash plan

Discretionary performance related bonus

Employee Assistance Programme

Flexible benefits

Job summary

A financial services firm in Harrogate seeks a Client Support Coordinator to assist financial advisers. Responsibilities include maintaining client information, preparing client reviews, and ensuring timely communication. Ideal candidates will have prior experience in the financial industry, strong attention to detail, and excellent communication skills. The role offers competitive salary, private medical insurance, and a hybrid working model.

Qualifications

• Relevant experience supporting an Adviser.
• Previous regulatory or financial industry experience.
• Computer literate and accurate.

Responsibilities

• Help Advisers prepare for client reviews by ensuring client information is up to date.
• Request plan information from providers and ensure timely receipt.
• Engage with advisers and client support to deliver excellent customer service.

Skills

Support an Adviser

Good written and oral communication skills

Customer focused

Methodical and organised

Attention to detail

Collaborative

Education

Maths and English GCSE, grade 5 or above, or equivalent

Tools

IO (Internal Operations platform)

Job description

A financial services firm in Harrogate seeks a Client Support Coordinator to assist financial advisers. Responsibilities include maintaining client information, preparing client reviews, and ensuring timely communication. Ideal candidates will have prior experience in the financial industry, strong attention to detail, and excellent communication skills. The role offers competitive salary, private medical insurance, and a hybrid working model.