Join a Dynamic Wealth Management Team as a Private Client Support Specialist
Location: Harrogate (Hybrid)
Department: Advisory Operations
Why This Role?
We are a leading player in the UK wealth management sector, combining innovation, strategic growth, and a client-first approach. Backed by private equity and expanding through acquisitions, we offer the energy of a fast-growing business with the stability of an established firm.
Our advisory division specialises in financial planning, retirement strategies, and employee benefits, helping businesses and individuals achieve their financial goals.
The Role: Private Client Support
You will provide essential support to financial advisers, ensuring seamless client service while maintaining strict compliance with regulatory standards. Your work will directly contribute to delivering exceptional client experiences.
Key Responsibilities:
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Prepare client review packs by updating records, gathering plan information, and validating fund data.
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Generate reports, research summaries, and investment comparisons.
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Handle client and provider queries with professionalism and efficiency.
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Process new business applications and maintain accurate client records.
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Identify opportunities to improve processes and enhance service quality.
Who We’re Looking For:
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Previous experience in adviser support or financial services (FCA knowledge is a plus).
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Strong organisational skills and meticulous attention to detail.
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Excellent written and verbal communication.
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A proactive, collaborative mindset with a commitment to client service.
What We Offer:
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Competitive salary and discretionary performance bonus
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Private Medical Insurance (post-probation)
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Generous pension scheme (7.5% employer contribution)
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25 days annual leave (+ buy/sell up to 5 days) plus Christmas closure
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Health cash plan and Life Assurance
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Hybrid working model
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Employee Assistance Programme
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Office perks including complimentary lunches and snacks (Bristol location)
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A culture that values professionalism, trust, and innovation
Apply Now
If you’re a detail-oriented professional looking to grow in a fast-paced, client-focused environment, we’d love to hear from you. Take the next step in your career with a team that’s shaping the future of wealth management.
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