Private Client Administrator

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.