Private Client Administrator

Private Client Administrator London/Partial remote Up to £30,000 plus full benefits The Opportunity Our client is a highly regarded, award winning boutique private client wealth planner, asset manager and specialist within employee benefits. As they are entirely independent they can provide objective advice that is aligned to client’s best interests, delivered by extensively knowledgeable and experienced specialist teams. The company has been built on integrity and trust, which has resulted in the award of Corporate chartered status by the Chartered Insurance institute. Due to increased levels of business this opportunity has arisen, allowing an ambitious, talented and committed Private Client Administrator to join a truly impressive firm, and 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, suiting an experienced administrator who enjoys working autonomously in a driven and high-performing team. The Role As an experienced Private Client Administrator, your duties will include (but not limited to): Organising and diarising meetings on behalf of the Private Client Director Working with the Private Client Director to prioritise tasks Handling calls and email queries as appropriate and act on all non-technical queries Providing agendas and information requests prior to client meetings, if required Assisting with the production of management information Assisting with general administration as required Using appropriate systems and processes to submit new business to providers Assisting with the preparation of meeting packs for client meetings and Annual Suitability reviews Preparing application forms and other documents for client signing or approval Liaising with product providers to ensure all applications are received and completed Producing accurate client portfolio valuations and statements using Intelligent Office Assisting with trades and portfolio rebalancing, as required Assist with cash management control on client accounts Closing plans correctly on Intelligent Office in a timely manner and ensure income expectations are settled, if relevant Ensuring all client information (including meeting notes) is accurately maintained on internal systems Scheduling and managing follow up tasks relating to client meetings and business submissions Ensuring client agreements, including fee schedules, are in place and are signed, documented and saved Ensuring electronic client files are organised and updated, and easily accessible Assisting the team in complying with FCA and internal compliance procedures, ensuring all client files and information remain compliant and confidential Notifying the adviser of any suspicion of a complaint and follow appropriate procedures within the complaints handling process Following Anti-Money Laundering Procedures and complying with the requirements of GDPR About you As an experienced Private Client Administrator you will possess most of the following: At last 1 years’ experience within the independent sector of the financial services industry, in a relevant administration role Sound technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection Demonstrable experience of delivering client service at the highest level 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 in order to effectively carry out the role Relevant industry qualifications will be an advantage but not essential. The ability to work to deadlines, being personally resilient and able to handle the pressure of a busy team, a demanding workload and complex client needs Possess focus and motivation in delivering an exceptional level of customer service to clients, third parties and colleagues In summary This position represents an excellent opportunity to join a highly respected and performing firm who will allow you to build a long term career within private client wealth management. You will be working in a fundamentally important role which is actively contributing to the high quality service levels that this business holds in such high regard. If this is opportunity is of interest, please either call Jim Maddison on 07976 428618 or send a copy of your CV to jim.mfinancialdivisions.co.uk