Private Client Administrator

TN United Kingdom; Royal Leamington Spa; On-site; GBP 19,000 - 23,000; Full time

Job summary

An established industry player in financial services is seeking a motivated individual to join their Private Client Team. This role provides a unique opportunity to support financial advisers while honing your skills in a dynamic environment. With a clear pathway for career progression into a Paraplanner role, you will engage in a variety of tasks, from managing client relationships to ensuring compliance with industry regulations. If you are eager to learn and grow within the financial services sector, this position offers the perfect launchpad for your career.

Qualifications

• Strong administrative and organisational skills with excellent attention to detail.
• Eagerness to learn and develop within the financial services industry.

Responsibilities

• Support Paraplanners and Private Client Advisers in delivering financial advice.
• Manage client relationships and administrative tasks effectively.
• Ensure compliance with FCA regulations and company policies.

Skills

Administrative Skills

Organisational Skills

Communication Skills

IT Proficiency

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Location

Leamington Spa

Salary: £19,000 - £23,000 (dependent on experience) + bonus

Type: Permanent

Workplace: Hybrid

Ref: 87565

About the Role

This is an excellent opportunity to join a growing and professional financial services firm. The role involves supporting the Private Client Team in delivering high-quality service to clients while ensuring all work is carried out in a compliant and efficient manner. There is a clear pathway for career progression, with the potential to develop into a Paraplanner role if desired.

Key Responsibilities

• Supporting Paraplanners and Private Client Advisers in delivering financial advice and managing client relationships.
• Handling administrative tasks such as processing business applications, managing client queries, withdrawals, valuations, and letters of authority.
• Preparing annual review and meeting packs for advisers.
• Managing and maintaining the IFA back-office system, ensuring accurate and up-to-date client records.
• Assisting with research and analysis to support client needs and objectives.
• Attending client meetings with Financial Planners as required.
• Liaising with product providers and third parties to obtain necessary information.
• Ensuring compliance with FCA regulations and company policies.
• Participating in ongoing training and professional development, including working towards industry qualifications.

Skills and Experience Required

• Strong administrative and organisational skills with excellent attention to detail.
• Confident communicator, both verbally and in writing.
• IT proficiency, including Microsoft Outlook, Word, and basic Excel.
• Ability to manage diaries and prioritise tasks effectively.
• Eagerness to learn and develop within the financial services industry.

This role offers a fantastic opportunity for someone looking to start or progress their career within financial services, with a clear path for development into a Paraplanner role.