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Senior Private Client Administrator

eFinancialCareers
Job LocationLondon
EducationNot Mentioned
SalaryCompetitive salary
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Senior Private Client Administrator Farringdon, London £35,000 - £40,000pa* depending on experience Hybrid working Our client is a boutique wealth planner, asset manager and employee benefits specialist. They are looking for a Senior Private Client Administrator, to provide exceptional quality technical and general administrative support to the Private Client Director ofa small and busy team. This is a demanding role assisting the Private Client Director in delivering an outstanding holistic financial planning service to new and existing clients, who typically have high expectations and complex planning needs. The role willsuit a confident and experienced Senior IFA Administrator who enjoys working autonomously in a driven and high-performing client team.Key Responsibilities

  • Build relationships with clients and lead on the management of client queries, resolving independently where possible, via phone/email.
  • 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).
  • Run client risk tolerances and carry out anti-money laundering checks.
  • Ensure electronic client files are organised and updated, and easily accessible.
  • Follow Anti-Money Laundering Procedures and comply with the requirements of GDPR.
  • Follow risk profiling procedures, record risk profile score in iO and save risk profile to the DMS.
  • Record and file all relevant correspondence.
  • Organise and diarise meetings.
  • Provide agendas and information requests prior to client meetings, if required.
  • Prioritise administration and team workflow.
  • Manage client queries.
Requirements
  • 5+ years experience in an IFA administration role
  • Sound technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection
  • Demonstrable experience of delivering client service at the highest level
  • Experience of using Transact, iO or equivalent system to perform an administrative role
  • Excellent IT skills with a good 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 to effectively carry out the role
  • Relevant industry qualifications will be an advantage but are by no means essential.
Benefits
  • £35,000 - £40,000pa + Hybrid working
In our company values we aim for equity at all stages of the recruitment process, please let us know if we can do anything to make the process more accessible to you.

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