At a Glance
- Tasks: Support the investment management team with admin tasks, client onboarding, and report compilation.
- Company: Titan Group offers diverse wealth services and values long-term client relationships.
- Benefits: Enjoy hybrid working, 25 days leave, private medical insurance, and a pension contribution.
- Other info: Embrace a culture of diversity and inclusion while making a real impact.
- Why this job: Join a dynamic team focused on innovation and professional growth in the finance sector.
- Qualifications: GCSE Grade C or above in English and Maths; admin experience preferred but not essential.
The predicted salary is between 30000 - 42000 € per year.
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. #J-18808-Ljbffr
Client Services Administrator (FTC until end of August 2025) in Harrogate employer: Titan Wealth Planning Limited
The Titan Group is an exceptional employer, offering a dynamic work environment in Harrogate where employees are encouraged to grow and innovate. With a strong commitment to professional development, competitive benefits including hybrid working, private medical insurance, and a supportive culture that values diversity and inclusion, Titan Private Wealth empowers its team members to build meaningful careers while delivering outstanding service to clients.
Contact Detail:
Titan Wealth Planning Limited Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Administrator (FTC until end of August 2025) in Harrogate
✨Tip Number 1
Familiarise yourself with the financial services sector, especially investment management. Understanding the basics of how investment services work will help you engage more effectively during interviews and demonstrate your enthusiasm for the role.
✨Tip Number 2
Network with professionals in the industry, particularly those who work in client services or investment management. Attend relevant events or join online forums to build connections that could provide insights or even referrals for the position.
✨Tip Number 3
Brush up on your Microsoft Office skills, particularly Excel and PowerPoint. Being proficient in these tools is essential for the role, so consider taking a quick online course or tutorial to enhance your abilities before applying.
✨Tip Number 4
Prepare to discuss your problem-solving skills and attention to detail in your conversations. Think of specific examples from your past experiences where you've successfully navigated challenges, as this will resonate well with the hiring team.
We think you need these skills to ace Client Services Administrator (FTC until end of August 2025) in Harrogate
Strong Verbal and Written Communication
Attention to Detail
Administrative Skills
Client Onboarding
Report Compilation
Microsoft Word Proficiency
Microsoft Excel Proficiency
Microsoft PowerPoint Proficiency
Problem-Solving Skills
Team Collaboration
Time Management
Knowledge of Financial Services
Ability to Maintain Client Records
Adaptability to Change
Process Improvement Skills
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights relevant experience in administrative roles, particularly within financial services if applicable. Emphasise your skills in communication, attention to detail, and proficiency in Microsoft Office applications.
Craft a Compelling Cover Letter:Write a cover letter that showcases your understanding of Titan Group's values and how you align with them. Mention specific examples from your past experiences that demonstrate your problem-solving abilities and teamwork.
Highlight Relevant Skills:In your application, clearly outline your skills that match the job requirements, such as client management, report compilation, and familiarity with compliance processes. Use bullet points for clarity.
Proofread Your Application:Before submitting, thoroughly proofread your application for any spelling or grammatical errors. A polished application reflects professionalism and attention to detail, which are crucial for this role.
How to prepare for a job interview at Titan Wealth Planning Limited
✨Know the Company Inside Out
Before your interview, make sure to research Titan Group thoroughly. Understand their services, values, and recent developments. This will help you demonstrate your genuine interest in the company and how you can contribute to their goals.
✨Showcase Your Administrative Skills
As a Client Services Administrator, you'll need strong organisational skills. Be prepared to discuss your previous administrative experience, highlighting specific tasks like report compilation, client onboarding, and managing records. Use examples to illustrate your attention to detail.
✨Demonstrate Communication Proficiency
Strong verbal and written communication is crucial for this role. Practice articulating your thoughts clearly and concisely. You might be asked to explain how you would handle client interactions or liaise with third parties, so think of relevant scenarios to share.
✨Emphasise Problem-Solving Abilities
The job requires an inquisitive mindset and problem-solving skills. Prepare to discuss situations where you've identified issues and implemented solutions. This could involve streamlining processes or improving client service, which aligns with Titan's focus on innovation.
