Wealth Management Administrator

5 months ago

Harrogate, United Kingdom Hurst Point Group Full time

**Want to work where your skills, efforts and experience are appreciated? Do you love being part of a team, and are able to meet deadlines with ease? **Are you awesome at admin? A Pro at prioritisation?**

Join us, and showcase your skills in a friendly team, where youll excel at administration, but also make a meaningful impact on the financial well-being of our clients

**Where do you fit in?**

Youll be at the heart of our mission to provide exceptional service. Youll be involved in supporting our Financial Advisers with their annual Client reviews - preparing annual review packs and ensuring that client records are accurate and updated. Youll liaise with policy providers, and be a compliance champion, as we are a regulated industry. Youll help clients with queries, ensuring we provide a first-class service.

**Whats in it for you?**
- A competitive salary + benefits including private medical insurance, paid birthday leave, and a staff discount platform giving you money off a wide range of goods and days out
- A busy and varied, role where youll always have plenty to do
- Youll be joining a growing team in a friendly business

**What do you need to be successful?**
- Admin experience is a must, along with excellent communication and customer service skills, and a willingness to learn. Experience within a financially regulated industry would be great but not essential as we offer lots of training
- Accuracy and the ability to meet deadlines effective at organising and prioritising your workload. Youll be adaptable, friendly, and helpful
- Youll be positive, keen to learn, good with people, and technology & system savvy

**We work 35 hours per week, Monday to Friday. Youll be based from our Harrogate office, and following training, work on a hybrid basis according to the needs of the business.**

**Who are Argentis? **What do we do?**

This position is with **Argentis** - an Independent Financial Advice firm, authorised by the Financial Conduct Authority, owned by Hurst Point Group. We have one mission at our core: giving our clients confidence in their finances. We offer a broad range of wealth management and financial planning services to our clients, ranging from large scale investors and companies to individuals and small businesses.

Were looking for talented people to join our teams, to help us achieve our goals and build for the future.

We are committed to equality of opportunity for all, we care passionately about our staff, and are committed to promoting and protecting the physical and mental health of all our employees.

  • Client Liaison Administrator

    4 months ago

    Harrogate, United Kingdom Hutchinson Wealth Management LTD Full time

    **The Opportunity** An exciting new opportunity has arisen for a Client Liaison Administrator to join a busy and growing team within Hutchinson Wealth Management LTD, who are a highly successful Appointed Representative of St. James’s Place Wealth Management PLC. We are in the process of expanding our business and this is an exciting time to join our...

  • Financial Services Administrator

    5 months ago

    Harrogate, United Kingdom Succession Wealth Full time

    **Financial Services Administrator - Projects** **Salary of up to £28,000 (DOE)** **Excellent benefits package (see below for full details)** **Hybrid working -** blend of home and office working from either of our Birmingham or Harrogate offices **12 month fixed term contract -** however as a fast-growing business there is high potential for a...

  • Wealth Management Specialist

    1 month ago

    Harrogate, North Yorkshire, United Kingdom Kingswood Group Full time

    Unlock Your Potential as a Wealth PlannerWe are seeking an experienced Wealth Planner to join our team at Kingswood Group, a leading integrated wealth management group with a strong presence in the UK and globally. As a Wealth Planner, you will play a crucial role in providing expert financial planning solutions to our clients, helping them achieve their...

  • Wealth Management Specialist

    1 month ago

    Harrogate, North Yorkshire, United Kingdom Kingswood Group Full time

    Unlock Your Potential as a Wealth PlannerWe are seeking an experienced Wealth Planner to join our team at Kingswood Group, a leading integrated wealth management group with a strong presence in the UK and globally. As a Wealth Planner, you will play a crucial role in providing expert financial planning solutions to our clients, helping them achieve their...

  • Wealth Management Specialist

    2 months ago

    Harrogate, North Yorkshire, United Kingdom Kingswood Group Full time

    About the RoleWe are seeking an experienced Wealth Planner to join our team at Kingswood Group. As a Wealth Planner, you will be responsible for providing high-quality financial planning solutions to our clients, ensuring their financial goals are met and exceeded.Key ResponsibilitiesForm key client relationships and collaborate with Investment Managers to...

  • Wealth Management Specialist

    2 months ago

    Harrogate, North Yorkshire, United Kingdom Kingswood Group Full time

    About the RoleWe are seeking an experienced Wealth Planner to join our team at Kingswood Group. As a Wealth Planner, you will be responsible for providing high-quality financial planning solutions to our clients, ensuring their financial goals are met and exceeded.Key ResponsibilitiesForm key client relationships and collaborate with Investment Managers to...

  • Wealth Planner

    1 month ago

    Harrogate, United Kingdom CV-Library Full time

    Are you an experienced Wealth Planner looking for your next opportunity? We are currently looking to appoint an individual who has direct experience working with clients to provide wealth and financial planning solutions. You’ll ensure each client big or small is given the right guidance and advise to make the correct financial decisions. This role...

  • Wealth Planner

    2 months ago

    Harrogate, United Kingdom Kingswood Group Full time

    Are you an experienced Wealth Planner looking for your next opportunity?We are currently looking to appoint an individual who has direct experience working with clients to provide wealth and financial planning solutions. You’ll ensure each client big or small is given the right guidance and advise to make the correct financial decisions.This role will be...

  • Investment Portfolio Manager

    5 days ago

    Harrogate, North Yorkshire, United Kingdom Titan Wealth Holdings Limited Full time

    About UsTitan Wealth Holdings Limited provides a comprehensive range of services across the wealth management spectrum, from financial planning and investment management to platform, trading, settlement, and custody services. Our strategy is to offer modular, incremental services to our clients, allowing them to adapt their business models as needed. As part...

  • Investment Sales Director

    2 weeks ago

    Harrogate, North Yorkshire, United Kingdom Titan Wealth Holdings Limited Full time

    About Us The Titan Wealth Group is a leading provider of wealth management services, offering a range of solutions to meet the needs of private clients. Our strategy is to provide modular, incremental services that allow our clients to adjust their business models as and when they choose to. As part of this, we are also an active acquirer of UK-based asset...

  • Investment Sales Director

    3 weeks ago

    Harrogate, North Yorkshire, United Kingdom Titan Wealth Holdings Limited Full time

    About UsTitan Wealth Holdings Limited is a leading provider of wealth management services, offering a comprehensive range of solutions to meet the evolving needs of our clients. Our strategy is centered around delivering modular, incremental services that enable our clients to adapt their business models as needed. As part of this approach, we actively...

  • Investment Sales Director

    3 weeks ago

    Harrogate, North Yorkshire, United Kingdom Titan Wealth Holdings Limited Full time

    About UsTitan Wealth Holdings Limited is a leading provider of wealth management services, offering a comprehensive range of solutions to meet the evolving needs of our clients. Our strategy is centered around delivering modular, incremental services that enable our clients to adapt their business models as needed. As part of this approach, we actively...

  • Wealth Planning Specialist

    2 weeks ago

    Harrogate, North Yorkshire, United Kingdom CV Library Full time

    Job Title: Asset Planning OfficerWe are seeking a highly skilled and experienced Asset Planning Officer to join our team at CV Library. As a key member of our organization, you will play a crucial role in providing exceptional service to our clients and contributing to our mission of becoming a leading global provider of trusted wealth planning and...

  • Investment Sales Director

    2 weeks ago

    Harrogate, North Yorkshire, United Kingdom Titan Wealth Holdings Limited Full time

    About UsTitan Wealth Holdings Limited is a leading provider of wealth management services, offering a comprehensive range of solutions to meet the evolving needs of our clients. Our strategy is centered around delivering modular, incremental services that enable our clients to adapt their business models as needed. As part of this approach, we actively...

  • Investment Sales Director

    1 month ago

    Harrogate, North Yorkshire, United Kingdom Titan Wealth Holdings Limited Full time

    About UsTitan Wealth Holdings Limited is a leading provider of wealth management services, offering a comprehensive range of solutions to meet the evolving needs of our clients. Our strategy is to deliver modular, incremental services that enable our clients to adapt their business models as they see fit. As part of this approach, we actively acquire...

  • Investment Sales Director

    1 month ago

    Harrogate, North Yorkshire, United Kingdom Titan Wealth Holdings Limited Full time

    About UsTitan Wealth Holdings Limited is a leading provider of wealth management services, offering a comprehensive range of solutions to meet the evolving needs of our clients. Our strategy is to deliver modular, incremental services that enable our clients to adapt their business models as they see fit. As part of this approach, we actively acquire...

  • Investment Sales Director

    2 weeks ago

    Harrogate, North Yorkshire, United Kingdom Titan Wealth Holdings Limited Full time

    About UsTitan Wealth Holdings Limited is a leading provider of wealth management services, offering a comprehensive range of solutions to meet the evolving needs of our clients. Our strategy is centered around delivering modular, incremental services that enable our clients to adapt their business models as needed. As part of this approach, we actively...

  • Financial Services Support Specialist

    2 weeks ago

    Harrogate, North Yorkshire, United Kingdom Titan Wealth Holdings Limited Full time

    Titan Wealth Holdings Limited is a leading financial planning company based in Bristol, UK. Our mission is to provide top-notch advice on wealth management, employee benefits, and retirement planning to businesses and their employees.Job ResponsibilitiesSupport financial advisers in preparing for client reviews and ensuring compliance with FCA rules and...

  • Business Support Administrator

    5 months ago

    Harrogate, United Kingdom Kingswood Group Full time

    Working within our Business Support team in Harrogate, alongside the wider operations team, you will be integral to the provision of our discretionary asset management services to advisers/clients. Supporting with regular operational and administrative tasks, dealing with adviser queries, and ensuring strong service standards are...

  • Private Client Support Associate

    2 days ago

    Harrogate, North Yorkshire, United Kingdom Titan Wealth Holdings Limited Full time

    Titan Wealth Holdings Limited is a leading financial planning company based in the UK, dedicated to delivering exceptional wealth management, employee benefits, and retirement planning services. Our mission is to empower businesses and their employees to achieve their financial goals by providing expert advice and tailored solutions.The role of a Private...