Client Administrator
1 month ago
Hybrid - Full time - Based near Bond Street - £26-28k per annum + bonus & benefits
Ideal role for an A Level educated 2nd Jobber with 1 years admin experience within Financial services.
Summary
Prestigious Private Wealth Manager are looking to recruit an experienced Client Administrator to work alongside members of the Administration Team to undertake all aspects of client administration
Responsibilities
- Undertake all aspects of client administration.
- Awareness of the Anti-Money Laundering Act and FSMA 2000 and ensuring all activities are compliant.
- Perform daily, weekly, monthly, quarterly and ad hoc tasks as allocated by the Manager of the Client Administration Team in accordance with the firm’s documented procedures including:
- Client record creation, maintenance, management and storage.
- Client data input.
- Change request processing.
- Review and approval of payment requests.
- Data and performance storage.
- Maintenance of client forms.
- Despatch of client reporting.
- Use of XPlan to manage workflow.
- Participate in the development and implementation of best practice procedures.
- Covering for other team members when they are absent.
- Ad hoc project work.
- Mentoring of junior members of the team to share knowledge of products and processes.
- Liaise with all departments within the business, including Compliance, Paraplanning, Operations and Accounts.
- Maintaining personal knowledge and adhering to the Firm’s Procedures.
- Qualification, Skills and Behaviours
- At least one years’ experience in a similar role.
- A minimum of 3 A’ Levels (Grades A-C).
- Excellent communication skills (written and verbal), with the ability to summarise complex issues clearly and succinctly.
- Numerate with a strong attention to detail
- Ability to work to deadlines.
- IT literate ; MS Office, XPlan (or similar)
- Organised with attention to detail
-
Client Administrator
1 month ago
London, United Kingdom City Recruitment Associates Full timeHybrid - Full time - Based near Bond Street - £26-28k per annum + bonus & benefitsIdeal role for an A Level educated 2nd Jobber with 1 years admin experience within Financial services. SummaryPrestigious Private Wealth Manager are looking to recruit an experienced Client Administrator to work alongside members of the Administration Team to undertake all...
-
Client Administrator
4 weeks ago
London, United Kingdom City Recruitment Associates Full timeHybrid - Full time - Based near Bond Street - £26-28k per annum + bonus & benefitsIdeal role for an A Level educated 2nd Jobber with 1 years admin experience within Financial services. SummaryPrestigious Private Wealth Manager are looking to recruit an experienced Client Administrator to work alongside members of the Administration Team to undertake all...
-
Client Administrator
4 weeks ago
London, United Kingdom City Recruitment Associates Full time €26,000 - €28,000Hybrid - Full time - Based near Bond Street - £26-28k per annum + bonus & benefits Ideal role for an A Level educated 2nd Jobber with 1 years admin experience within Financial services. Summary Prestigious Private Wealth Manager are looking to recruit an experienced Client Administrator to work alongside members of the Administration Team to undertake...
-
Client Administrator
4 weeks ago
London, United Kingdom City Recruitment Associates Full timeJob Description Hybrid - Full time - Based near Bond Street - £26-28k per annum + bonus & benefits Ideal role for an A Level educated 2nd Jobber with 1 years admin experience within Financial services. Summary Prestigious Private Wealth Manager are looking to recruit an experienced Client Administrator to work alongside members of the Administration...
-
Client Administrator
6 months ago
London, United Kingdom Forsters Full timeForsters is a Central London-based law firm which delivers exceptional legal results to its clients who are principally from the real estate and private wealth sectors. Whatever our client's objectives, we take a collaborative approach to find solutions tailored to the client's specific needs. We believe our engaged and friendly manner, combined with the...
-
Client Administrator
1 month ago
London, UK, UK, United Kingdom City Recruitment Associates Full timeHybrid - Full time - Based near Bond Street - £26-28k per annum + bonus & benefitsIdeal role for an A Level educated 2nd Jobber with 1 years admin experience within Financial services. SummaryPrestigious Private Wealth Manager are looking to recruit an experienced Client Administrator to work alongside members of the Administration Team to undertake all...
-
Client Services Administrator
6 months ago
London, United Kingdom Sweet Finance Investment Ltd Full timeClient Services Administrator (Remote) Requires an experienced Client Services Administrator to perform administrative duties to assist with the daily operations of the business development team. **Skills Required**: - Excellent inter-personal and communication skills - Sales / Business Development / Consultancy Administration background - The ability to...
-
Client Service Administrator
6 months ago
London, United Kingdom Ark Workplace Risk Full time**CLIENT SERVICE ADMINISTRATOR** Ark Workplace Risk is the market leading provider of operational risk, compliance and safety solutions, and work with a prestigious and diverse range of over 500 clients. Are you an experienced, operational Administrator who is highly proficient in Excel? We are seeking an enthusiastic and detail-oriented individual to join...
-
Client Financial Administrator
2 days ago
London, Greater London, United Kingdom Dove & Hawk Full timeJob DescriptionWe are seeking an experienced Client Financial Administrator to join our team in Knightsbridge. As a key member of our financial administration team, you will be responsible for handling client accounts, reconciliations, and statements. Your excellent attention to detail and organisational skills will ensure accurate and timely processing of...
-
Private Client Administrator
1 week ago
London, Greater London, United Kingdom McKinlay Law Full timePrivate Client Administrator Job DescriptionThis role involves providing administrative support to a team of fee-earners in the Private Client department.You will be responsible for creating basic documents, collating data and creating reports, processing tax returns, and liaising with clients and other third parties.ResponsibilitiesCreate basic...
-
Client Administration Specialist
3 days ago
London, Greater London, United Kingdom lhh recruitment Full timeJob OverviewAs a seasoned Private Client Administrator, you will be responsible for managing various client administration tasks and ensuring compliance with regulatory requirements. You will work closely with the Client Administration Team Manager and collaborate with other departments within our organisation.Key Responsibilities:• Undertake all aspects...
-
Client Administrator
22 hours ago
Central London, United Kingdom Ryder Reid Legal Limited Full timeClient Administrator Location: Baker Street (London) Working Arrangement: Hybrid, 3 days in 2 WFH! Salary: up to £30,000. Role Overview: They seek an eager Administrator to join their team. The ideal candidate will have a friendly and dedicated individual that has previous experience within a law firm or professional services. Key...
-
Senior Client Administrator
6 months ago
London, United Kingdom Mason Blake Full timeOur client is a leading Boutique Asset Management firm, renowned for their culture. Due to continued success, they are now seeking a skilled **Senior Client Administrator** to join their dedicated team on a permanent basis. Reporting directly to the Head of Client Services, the **Senior Client Administrator** will take on the following dynamic...
-
Client Administrator
5 days ago
City of London, United Kingdom CV-Library Full timeClient Administrator Location: Baker Street (London) Working Arrangement: Hybrid, 3 days in 2 WFH! Salary: up to £30,000. Role Overview: They seek an eager Administrator to join their team. The ideal candidate will have a friendly and dedicated individual that has previous experience within a law firm or professional services. Key...
-
Operations Administrator
3 weeks ago
London, United Kingdom Raymond James Investment Services Full timeAbout the Role: We are seeking a proactive and detail-oriented Client Administrator to join our Operations team in London. In this role, you will support a variety of administrative duties, including document screening, account opening, deceased account processing, handling technical queries, and participating in ad hoc projects.Key Responsibilities:Client...
-
Client Administration Assistant
1 week ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd seeks an experienced Client Administration Assistant to join their dynamic team in London. This position comes with a competitive salary of £38,000 - £48,000 per annum.Key Accountabilities:Support the Client Administration Team in delivering exceptional customer service.Manage data and maintain accurate records in the...
-
Client Services Administrator
5 months ago
London, United Kingdom Coast Partnership Full time**A truly spectacular role with a global investment manager has come about for an experienced client support executive.** There is a real team spirit as this firm and it is a unique opportunity where you can be part of a company that has extensive resources for you to develop personally and professionally. With an **excellent benefits and bonus** system in...
-
Client Administrator
5 months ago
London, United Kingdom Evelyn Partners Full timeCompany Description Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...
-
Client Services Administrator
3 months ago
London, United Kingdom Quarsh Full timeClient Services Administrator Are you ready to be at the heart of a dynamic company, interacting with everyone and making a real impact? We are looking for a Client Services Administrator to join our client to coordinate key administrative tasks across the full lifecycle of client acquisition and management. About the Role As a Client Services Administrator,...
-
Client Liaison Administrator
6 months ago
London, United Kingdom Creative Car Park Ltd Full timeOur Client Liaison Team is the first point of contact for all of our clients, providing customer care to our clients, both existing and new. These are exciting times for us and our business is growing at pace. We are now looking to expand our team and currently have a vacancy for a Client Liaison Administrator. You will maintain, co-ordinate and manage all...