Private Client Administrator

4 weeks ago

London, United Kingdom Workingmums Full time
Private Client Administrator (Part-time)

Our client is looking for a Private Client Administrator to join their team, with the option to work on a hybrid basis from their London. We are looking for a candidate to work part-time hours, across Monday-Friday (ideally 20-25 hrs each 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.

If you are interested in applying for this role then please send a copy of your CV to Sam at Artemis Recruitment.

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