Wealth Management Team Lead

1 day ago


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

We are seeking an experienced Client Administration Director to join our team at Titan Wealth Holdings Limited. As a key member of our leadership team, you will be responsible for delivering high-quality client services and driving operational excellence.

About the Company

Titan Wealth Holdings Limited is a top financial planning company located in Bristol, UK. Our focus is on providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees achieve their financial goals.

Job Description

The Client Administration Director will be responsible for leading and managing a high-performing team of client administrators, ensuring they consistently work towards delivering high-quality services. This includes:

  • Leading, coaching, and supporting the client administration team to ensure high motivation and performance across all roles.
  • Promoting a positive team culture, encouraging collaboration, continuous learning, and professional development.
  • Ensuring that recruitment, training, and performance management processes are aligned with company values and best practices.
  • Overseeing the efficient management of client records within the Intelligent Office system, ensuring compliance with internal standards and regulatory requirements.
Requirements
  • A proven track record in managing an administration team, ensuring high levels of service and operational efficiency.
  • Strong understanding of compliance, risk, and governance within financial services operations.
  • Experience within a regulated financial services environment, with knowledge of FCA requirements.
  • Familiarity with Intelligent Office or similar client management systems.
What We Offer

We offer a competitive salary of £50,000 - £65,000 per annum, depending on experience. Other benefits include:

  • Private Medical Insurance
  • Employee Pension Scheme
  • 24 days Annual Leave
  • Dental Insurance
  • Life Assurance
  • Health cash plan

We strive to provide equal opportunities in all aspects of the workplace, promoting a collaborative, supportive, and high-performance work environment.



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