Client Services Administrator — Growth & Compliance

Itchyfeet Recruitment Agency; United Kingdom; On-site; GBP 24,000 - 36,000; Full time

Job summary

Itchyfeet Recruitment Agency seeks an Administrator to support the Client Services Manager by handling client company and trust matters, regulatory filings and minutes. You will manage a portfolio, review investments, open client bank accounts, process financial transactions, and collate data for reporting.

The role emphasizes accuracy, governance, and efficient processes. Ideally at least 3 years CSP/TSP experience, working towards a professional qualification, and strong communication and

Qualifications

• Ideally, a minimum of 3 years’ experience in CSP/TSP.
• Working towards a professional qualification.
• Strong organisational skills and ability to manage workflow independently.
• Understanding of corporate governance principles and their application.
• Excellent verbal and written communication skills.
• Strong interpersonal skills with a clear understanding of regulatory requirements.

Responsibilities

• Administer client services under the guidance of the Client Services Manager
• Manage a portfolio of client companies and trusts
• Review client investments and related documentation
• Prepare minutes and resolutions
• Open and manage client bank accounts and prepare payment instructions
• Undertake statutory filing as required
• Process financial transactions, including dividends, distributions, and loans
• Maintain company and trust records, ensuring due diligence
• Assist with regulatory and internal reporting by collating client data
• Contribute to the improvement of internal processes for efficiency

Skills

CSP/TSP experience

Organisational skills

Regulatory compliance

Verbal and written communication

Education

Professional qualification in progress

Job description

Itchyfeet Recruitment Agency seeks an Administrator to support the Client Services Manager by handling client company and trust matters, regulatory filings and minutes. You will manage a portfolio, review investments, open client bank accounts, process financial transactions, and collate data for reporting.

The role emphasizes accuracy, governance, and efficient processes. Ideally at least 3 years CSP/TSP experience, working towards a professional qualification, and strong communication and