Client:
Location:
London, United Kingdom
Job Category:
Other
-
EU work permit required:
Yes
Job Reference:
4b98ee2d9e35
Job Views:
48
Posted:
22.06.2025
Expiry Date:
06.08.2025
Job Description:
Private Client Administrator (IFA) - London
Our client is looking for a Private Client Administrator to join their team, working at their London office 2 days per week.
Key Responsibilities:
PA and general admin duties
* Organise and diarise meetings on behalf of the Private Client Director
* Work with the Private Client Director to prioritise tasks
* Fields calls and email queries as appropriate and act on all non-technical queries
* Provide agendas and information requests prior to client meetings, if required
* Assist with the production of management information, as required by central teams
* Assist with general administration as required e.g. ad-hoc scanning and filing
* Client servicing and meeting preparationUse 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
* Liaise with product providers to ensure all applications are received and completed. Attend to outstanding requirements, keeping other members of the team informed as necessary
* 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)
* Close plans correctly on Intelligent Office in a timely manner and ensure income expectations are settled, if relevant
Correspondence and client files
* Ensure all client information (including meeting notes) is accurately maintained on internal systems, including Intelligent Office and the Document Management System (DMS), where appropriate
* Schedule and manage 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 Compliance with FCA and company procedures
* 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
* 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 Experience and Qualifications
The successful candidate will have:
* 1-2 years’ experience in a relevant administration role within the independent sector of the financial services industry will be a distinct advantage, but admin experience from other sectors will be considered
* Demonstrable experience of delivering client service at the highest level
* Experience of using iO or equivalent back office system to perform a financial services or equivalent 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 in order to effectively carry out the role
* Relevant industry qualifications will be an advantage, but are by no means essential.
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Created on 22/06/2025 by TN United Kingdom
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