Private Client Administrator Assistant

1 day ago


London, Greater London, United Kingdom CV-Library Full time

Our client, a leading Independent Financial Planning Practice in Surrey, invites applications for a Private Client Administrator Assistant. As a key member of the team, you will provide exceptional administrative and technical support to the Managing Director and colleagues.

  • Accurately maintain client data records.

This role presents an excellent opportunity for individuals with diverse backgrounds and experience to join a respected firm. You will be part of a dynamic team that supports High Net Worth Individuals, Trusts, and Corporates, among others.

  1. Excellent technical knowledge covering investments, pensions, protection for High Net Worth Individuals, Trusts, and Corporates, including underwriting processes.
  2. Familiarity with Intelligent Office (back office system) is highly desirable.
  3. Proficient in Microsoft package and general IT skills.

The successful candidate can expect a salary ranging from £24,000 to £32,000, dependent on experience. The role offers a mix of office-based and flexible working arrangements, with opportunities to work from home occasionally.



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