Senior Family Office Administrator | UHNW Client Service

Itchyfeet; United Kingdom; On-site; GBP 42,000 - 65,000; Full time

Benefits offered by this job

Non-contributory pension

Private healthcare

Life insurance

Discretionary bonuses

Job summary

Itchyfeet is looking for a Senior Administrator to manage a diverse client portfolio with high standards of service. You will collaborate across levels, mentor juniors, and help strengthen client relationships through your judgement and expertise.

The role emphasizes managing day‑to‑day activity, regulatory documentation, and effective onboarding with external partners. A strong academic background and several years in UHNW administration are expected.

Qualifications

• Minimum Level 5 qualification; study towards Level 4.
• At least 4 years’ UHNW/family office admin experience; 3 years managing an independent portfolio.
• Strong knowledge of local finance industry legislation/regulatory requirements.
• Ability to interpret basic client financial statements.
• Proficiency in Microsoft Office applications.
• Excellent time management and organisational skills.
• Flexible, proactive and collaborative; mentoring capability desired.

Responsibilities

• Actively manage a diverse client portfolio to ensure high service delivery and adherence to standards.
• Maintain and update client documentation accurately.
• Support personal development aligned with performance plans.
• Reflect the organisation's values in all interactions and serve as a role model.
• Oversee day‑to‑day activities across client portfolios and onboarding.
• Prepare client correspondence for senior review and circulate meeting minutes.
• Maintain statutory books and regulatory documentation for clients.
• Schedule and attend client meetings and lead entity meetings where appropriate.
• Ensure onboarding, payments and entity appointments workflows are completed.
• Collaborate with onboarding team to ensure timely onboarding of new clients.

Skills

Client statements

MS Office

Time management

Organisation

Education

Level 5 qualification

Level 4 qualification (in progress)

Job description

Itchyfeet is looking for a Senior Administrator to manage a diverse client portfolio with high standards of service. You will collaborate across levels, mentor juniors, and help strengthen client relationships through your judgement and expertise.

The role emphasizes managing day‑to‑day activity, regulatory documentation, and effective onboarding with external partners. A strong academic background and several years in UHNW administration are expected.