Senior Financial Planning Administrator

Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions.

We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term.

We are looking for an experienced Senior Client Services Administrator to join our growing Financial Planning team in Harrogate. This is a key role supporting a high-performing adviser who manages a well-established, high-net-worth client bank.

You will play a pivotal part in delivering an exceptional client experience, working closely with clients, providers, and internal teams to ensure all work is completed accurately, efficiently, and to the highest standard.

This is a fantastic opportunity for an individual who enjoys client interaction, takes pride in their work, and wants to be part of a collaborative and forward-thinking environment.

• Supporting an adviser managing circa £130m AUM across :140 households
• Client values typically from £150k to £25m+ (family-linked)
• Diverse and active client base with complex needs including:
• Investments and pensions
• Business ventures
• Inheritance tax (IHT) planning
  
  
• Clients range from mid-20s through to early 80s, based across the UK
• Demanding but rewarding client relationships, with varying time pressures and expectations
  
  

You will gain excellent exposure to high-net-worth clients and complex cases, supporting meaningful client outcomes.

Responsibilities

• Act as a key point of contact for clients, providing a high-quality, personable service
• Proactively manage client queries, ensuring timely and accurate responses
• Prepare and process client documentation across a range of financial planning products
• Liaise with providers, challenging where necessary to ensure timely and accurate delivery
• Ensure all work is completed ‘right first time’, maintaining high attention to detail
• Support advisers with client reviews, ongoing servicing and case progression
• Prioritise workload effectively in a fast-paced environment
• Identify opportunities to improve processes and client outcomes
  
  

About You
We are looking for someone who brings both strong technical capability and the right mindset:

• Proven experience within a Financial Planning / Wealth Management environment
• Experience supporting high-net-worth (HNW) clients
• Confident in dealing directly with clients and building relationships
• Comfortable challenging providers to drive outcomes for clients
• Proactive, self-motivated and able to take ownership of workload
• Strong organisational skills with the ability to prioritise effectively
• High attention to detail and commitment to quality
• A team player with a positive attitude and strong work ethic
• Brings personality and energy to the team
• It would be desirable for you to have IO experience.
  
  

If you are looking for a role where you can truly add value, build strong client relationships, and develop your career within financial planning, we’d love to hear from you.

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.

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
• Office Christmas close (3-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.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.