Private Client Administrator

5 days ago

London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time
Private Client Administrator (IFA) Specialist

We are seeking an experienced Private Client Administrator (IFA) Specialist to join our team in London. This is a fantastic opportunity to work with a reputable organization, providing administrative support to our Private Client Director.

The successful candidate will have 1-2 years' experience in a relevant administration role within the independent sector of the financial services industry. They will be responsible for delivering high-quality client service, managing client information, and ensuring compliance with FCA and internal procedures.

The salary for this role is £28,000 - £35,000 per annum, depending on experience. If you have excellent IT skills, a good working knowledge of Excel, and strong communication skills, we would love to hear from you

Key Responsibilities:

  • Organize and diarise meetings on behalf of the Private Client Director
  • Work with the Private Client Director to prioritize tasks
  • Field 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 preparation
  • Use 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

Requirements:

  • 1-2 years' experience in a relevant administration role within the independent sector of the financial services industry
  • 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

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