Private Client Administrator Job in Central London

Private Client Administrator Job in Central London. Apply for the latest Central London jobs in Accounting/Financial/Insurance.

Private Client Administrator Job in Central London

Job Description
Are you an experienced Financial Services Administrator looking for hybrid working?

My client is an award-winning boutique wealth planner, asset manager and employee benefits specialist. They have built the Company on integrity and trust because doing what is right for their clients is best for their business.

An excellent opportunity to work as a Private Client Administrator within a close-knit, busy, and successful team. This position is to provide exceptional quality technical and general administrative support to the Private Client Director and other members of a busy and successful team. This is a demanding role assisting the team in delivering an outstanding holistic financial planning service to new and existing HNW clients, often with high expectations and complex planning needs. The role will suit an experienced administrator who enjoys working autonomously in a driven and high-performing team.

This role will be a hybrid role, working at home and in the office in Central London.

As a Private Client Administrator your role will involve:

Organise and diarise meetings on behalf of the Private Client Director

Provide agendas and information requests prior to client meetings, if required

Assist with general administration as required e.g., ad-hoc scanning and filing

Use appropriate systems and processes to submit new business to providers

Assist with the preparation of meeting packs for client meetings and Annual Suitability Reviews

Prepare application forms and other documents for client signing or approval

Produce accurate client portfolio valuations and statements using Intelligent Office

Complete and assist with trades and portfolio rebalancing, as required

Assist with cash management control on client accounts (bonds, SIPPs, etc)

Schedule and manage to follow-up tasks relating to client meetings and business submissions using iO to monitor and accurately record tasks

Ensure client agreements, including fee schedules, are in place and are signed, documented, and saved to the DMS

Run client risk tolerances and carry out anti-money laundering checks

Ensure electronic client files are organised and updated, and easily accessible

Assist the team in complying with FCA and internal compliance procedures, ensuring all client files and information remain compliant and confidential

Notify the adviser of any suspicion of a complaint and follow appropriate procedures within the complaints handling process

To be considered for the Private Client Administrator role you must have:

At least 1-2+ years’ experience within the independent sector of the financial services industry, in a relevant administration role i.e., family office or HNW/UHNW IFA/wealth management rather than provider

Sound technical knowledge covering pensions and investments, ISAs, bonds, trusts, and protection

Demonstrable experience in delivering client service at the highest level

Experience in using iO or equivalent system to perform an administrative role; knowledge of Transact and international experience will be an advantage

Excellent IT skills with excellent working knowledge of Excel

Excellent written and verbal communication skills with a high level of attention to detail

Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role

Relevant industry qualifications will be an advantage but are by no means essential.

Working hours for this Private Client Administrator:

As a Senior IFA Administrator, you’ll be required to work Monday to Friday 9.00 am – 5.30 pm. 

Our client is offering the successful Private Client Administrator:

£30,000 – £40,000 Basic

Attractive Benefits package

Bonus Scheme

Progression opportunities

Hybrid Working

Due to the high amounts of applications if you have not been contacted within 7 days, please consider your application as unsuccessful.

This job has been posted by GCB Agency Recruitment Ltd who is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage

Job Type: Permanent, Full Time
Location: Central London
Category: Accounting/Financial/Insurance
City: Farringdon
County: Greater London
Country: United Kingdom
Salary: £30000 – £40000/annum
Benefits: