Harrogate / Hybrid WorkingClient Support AdminFull-time | Permanent | Hybrid
Are you an experienced client support professional with a background in financial services? We’re working with a rapidly growing, private equity-backed wealth management group that’s reshaping the UK financial landscape through strategic acquisitions and innovative service delivery. This is a fantastic opportunity to join a dynamic and forward-thinking team during an exciting phase of expansion.
About the Company
Our client is a multi-faceted financial services group offering end-to-end wealth solutions. With a modular service model and a strong acquisition strategy, they provide flexible, scalable support to a wide range of clients across the UK.
The Role
As a Client Support Executive, you’ll play a key role in supporting financial advisers in delivering high-quality, compliant advice to private clients. You’ll be responsible for preparing client review packs, maintaining accurate records, liaising with providers, and ensuring a seamless client experience.
Key Responsibilities
1. Prepare documentation and reports for client review meetings.
2. Maintain and update client records using internal systems.
3. Liaise with product providers to obtain and ver...