Private Client Admin: Path to Paraplanner/Adviser

CTT Group (UK); Royal Leamington Spa; Remote; GBP 28,000 - 38,000; Full time

Job summary

CTT Group (UK) is seeking a Private Client Administrator to support Paraplanners and Private Client Advisers in a professional, FCA-compliant environment. The role starts with back-office tasks and progresses toward Paraplanner or Private Client Adviser based on performance.

You will handle authorities, valuations, client queries, and annual packs, while developing pensions, investments, and corporate schemes knowledge and ensuring data accuracy in the back-office system.

Qualifications

• Excellent administration skills and good attention to detail.
• Excellent communication and organisational skills.
• Ability to learn quickly and be a team player.
• Learn how to use different software used across the company.
• Confident on the phone and in written communication.
• Competent with diary management and MS Office basics.

Responsibilities

• Promote the company’s services in a professional and FCA compliant manner.
• Support the Paraplanners, with progression towards Paraplanner or Private Client Adviser.
• Deal with letters of authority, withdrawals, valuations, client queries and packaging.
• Run the back-office system and prepare annual review packs for IFA’s.
• Attend meetings with advisers and prepare follow-up notes and reports.
• Assist with Estate Planning and pensions, investments, protection, and corporate schemes.
• Input data into the back-office system and keep information up to date.
• Participate in CPD and training to meet best practice requirements.
• Attend client meetings and communicate effectively by telephone and email.
• Liaise with product providers to obtain information for recommendations.

Skills

Administration

Communication

Teamwork

Software literacy

Diary management

Phone communication

MS Outlook

MS Word

MS Excel

Tools

MS Outlook

MS Word

MS Excel

Job description

CTT Group (UK) is seeking a Private Client Administrator to support Paraplanners and Private Client Advisers in a professional, FCA-compliant environment. The role starts with back-office tasks and progresses toward Paraplanner or Private Client Adviser based on performance.

You will handle authorities, valuations, client queries, and annual packs, while developing pensions, investments, and corporate schemes knowledge and ensuring data accuracy in the back-office system.