Senior Private Client Administrator

1 month ago


London, United Kingdom Meraki Talent Ltd Full time

Job Description

Meraki Talent is currently working with a leading asset management firm to recruit a Senior Private Client Administrator for their London office. The firm has grown organically and has a fantastic name in the industry with many staff staying for a long period.

The role would suit someone with experience in onboarding clients within wealth/investment including trusts, charities and, private clients. The successful candidate will work closely with the investment team to help with account openings, and ongoing client service.

You would also get involved in client reviews and ongoing client projects including amendments and efficiencies. Ideally, you will have experience in dealing with external relationships such as custodians and third-party consultants.

The firm fully supports employees who would like to study towards professional qualifications including the IMC/IAD or CFA.

Background of the Senior Private Client Administrator:

  • Strong client onboarding experience
  • Have good client facing skills ideally within wealth/asset management
  • Knowledge of KYC/AML is essential
#J-18808-Ljbffr

  • City of London, Greater London, United Kingdom Taylor James Resourcing Limited Full time

    A Wealth and Asset Management company based in the City of London, are looking for an experienced Senior Client Services Administrator to work with Investment Managers in the Private Client team to deliver high quality client service to clients as well as suggesting improvements to working practices of the wider Client Administration department. It's a...


  • City of London, United Kingdom Jenson Fisher Consulting Ltd Full time

    Senior Private Client Administrator Hybrid Role: 1-2 days in the office To £40,000 plus benefits About Our client is a boutique wealth planner, asset manager and employee benefits specialist. Being independent allows them to provide objective advice that is aligned to a client’s best interests, delivered by teams steeped in financial services knowledge...


  • London, United Kingdom Hays Senior Finance Full time

    I am currently working with a top 30 firm looking to add to their private client tax team. Based in London, this firm provides accountancy, audit, tax, corporate and financial advisory services to high-profile SME's, large corporates and high net-worth individuals. In this role you will be preparing tax returns which will be reviewed by the Manager,...


  • London, United Kingdom JM Finn Full time

    Senior Administrator, Data and Client Services Employment Type: Full Time Reporting To: Manager, Data and Client Services Work as part of the team to ensure the timely and accurate maintenance of Client Data whilst ensuring that we are compliant with relevant regulations at all times Undertake all aspects of administration relating to clients cash...


  • London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    , , Private Client and Technical Administrator - London - Artemis Recruitment Consultants Financial Services London 17/07/2023 Type of Position: Private Client and Technical Administrator - London Pay: £30k - £35k Private Client and Technical Administrator - London We are looking for a Technical Adminsitrator for our client based in...


  • London, United Kingdom QED Legal Full time

    Published- 10th August 2023- Location- London, United Kingdom- Category- Private Client- Job Type- Full-time- Type of Lawyer- Solicitor - Salary- £80000 - £120000 per annum- Work Hours- Full-time- Reference No: - BH-42488- Start Date- 2023-08-09 00:00:00- Area of Law- Private Client- - Contact- Jemma Williamson- Contact Phone- 0203 322990- Region-...


  • London, United Kingdom Hays Senior Finance Full time

    I have recently started working on a role with a top 40 clients of mine who are looking to add a corporate tax assistant manager to their growing team. With over 400+ employees, they provide a wide range of services to their corporate and private clients. They offer audit, accounting, taxation, and transactional services to their clients. This firm is a...

  • Private Client

    3 weeks ago


    London, United Kingdom Boutique London Law Firm Full time

    Private Client Associate (0-6 PQE) - London Boutique Law Firm Do you thrive in a fast-paced environment and enjoy building relationships with high net worth individuals? Our firm is seeking a talented and motivated private client lawyer (0-6 years PQE) to join our growing team. We are a well-respected boutique law firm in London, and we pride ourselves on...

  • Private Client

    3 weeks ago


    London, United Kingdom Boutique London Law Firm Full time

    Private Client Associate (0-6 PQE) - London Boutique Law Firm Do you thrive in a fast-paced environment and enjoy building relationships with high net worth individuals? Our firm is seeking a talented and motivated private client lawyer (0-6 years PQE) to join our growing team. We are a well-respected boutique law firm in London, and we pride ourselves on...

  • Private Client

    3 days ago


    London, United Kingdom Boutique London Law Firm Full time

    Do you thrive in a fast-paced environment and enjoy building relationships with high net worth individuals? Our firm is seeking a talented and motivated private client lawyer (0-6 years PQE) to join our growing team. We are a well-respected boutique law firm in London, and we pride ourselves on providing exceptional service to our clients. Assist senior...


  • London, United Kingdom Pro-Tax Recruitment Full time

    A renowned private client tax team is seeking a Personal Tax Senior in their London office. The firm is forward-thinking and strongly believe in the best environment for staff, have an excellent benefit system and put staff well-being at the forefront of their beliefs. They are looking to be recognised as the firm of choice for private clients, making this...


  • London, United Kingdom RG Search Ltd Full time

    Private client Solicitor - Hybrid workingWest End Law firm Central London. This very established full service law firm deals with HNW clients and UHNW as well from very modern offices in the West end.My client is recruiting for Private client solicitor with around 5yrs years experience Ideally, in probate work. STEP membership would be a bonus. Wills and...


  • London, United Kingdom RG Search Ltd Full time

    Private client Solicitor - Hybrid working West End Law firm Central London. This very established full service law firm deals with HNW clients and UHNW as well from very modern offices in the West end. My client is recruiting for Private client solicitor with around 5yrs years experience Ideally, in probate work. STEP membership would be a bonus. Wills and...


  • London, United Kingdom Private Equity Insights Full time

    Client Growth Specialist at Private Equity Insights Do you thrive in a fast-paced environment, where you gain a tremendous amount of responsibility? Do you want to be part of an exceptional entrepreneurial team with motivated and extremely driven people? Are you curious or passionate about creating events? If so, you might be our Client Growth Specialist. ...


  • London, United Kingdom RG Search Ltd Full time

    Private client Solicitor - Hybrid workingWest End Law firm Central London. This very established full service law firm deals with HNW clients and UHNW as well from very modern offices in the West end.My client is recruiting for Private client solicitor with around 5yrs years experience Ideally, in probate work. STEP membership would be a bonus. Wills and...

  • Private Client Lawyer

    2 weeks ago


    London, Greater London, United Kingdom BWF Legal Recruitment Full time

    Our client has two offices and provide high street services to individuals and local businesses, and are currently looking for a Private Client Solicitor or Legal Executive to join their friendly and professional firm. You will take over a caseload of files and provide services across Wills, Trusts and Probate matters to a variety of clients, including some...


  • London, United Kingdom Hays Senior Finance Full time

    Senior Private Office Accountant Employer Location England, London Salary GBP80000.0 - GBP100000.0 per annum Closing date 7 Mar 2024 View more Sector Salary band , , Contract type Hours Where will they be working? You need to or to save a job. Job Details Your new company I am recruiting for a leading London law firm looking for a senior...


  • London, United Kingdom Interlink Talent Solutions Full time

    Job Description This is an exciting opportunity to join this esteemed team as a Private Wealth Associate (2 - 5 years PQE) and embark on a rewarding career path with opportunities for growth and development. With offices in London, Cambridge, Reading, and Southampton , the firm pride themselves on providing exceptional legal services to clients in matters...


  • London, United Kingdom Interlink Talent Solutions Full time

    This is an exciting opportunity to join this esteemed team as a Private Wealth Associate (2 - 5 years PQE) and embark on a rewarding career path with opportunities for growth and development. With offices in London, Cambridge, Reading, and Southampton , the firm pride themselves on providing exceptional legal services to clients in matters related to tax...


  • London, United Kingdom Interlink Talent Solutions Full time

    This is an exciting opportunity to join this esteemed team as a Private Wealth Associate (2 - 5 years PQE) and embark on a rewarding career path with opportunities for growth and development. With offices in London, Cambridge, Reading, and Southampton , the firm pride themselves on providing exceptional legal services to clients in matters related to tax...