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Client Administrator

3 months ago

Blackpool, Blackpool, United Kingdom IDEX Consulting Full time

My client is a financial planning and wealth management business in Blackpool.

They are currently looking for a Client Administrator to join their team.

Duties will include:

  • Responsible for the ongoing monitoring activities including periodic reviews and ongoing transaction/ payment monitoring
  • Review and assess existing clients to ensure that the client due diligence held on file is up to date and accurate
  • To perform periodic reviews of existing clients in line with the client's risk rating. For example, High Risk client reviews are performed annually
  • To ensure that client due diligence, including a full understanding of a client's overall wealth and source of fund is held on file and is up to date
  • To collect missing information (by writing to clients and/or speaking to Execs) and chasing any requested information
  • To refresh the client risk assessment to ensure that the appropriate level of due diligence has been applied
  • To investigate overnight screening alerts to establish if there are any changes to a client status including PEP/ RCA/ Sanctions and/ or adverse media
  • To perform live payment monitoring to ensure activity is line with what the firm knows about the client and obtain relevant Due Diligence documentation

The company offers hybrid working, an excellent benefits package and full training.

For more information please contact Graeme Hyland on or email

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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

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