Private Client Administrator
Core
Providing 1-1 support for Independent Financial Advisers, managing back-office operations, and processing new business cases for private clients.
Role type
Private Client Support Administrator
Builds
Client meeting packs, CRM data entries, and new business case progress updates
Domain
Financial Services / Private Client Administration
Deliverable
dashboards & analysis
Required skills
Financial services administration experience, Microsoft Office Suite proficiency, CRM database management, FCA regulatory compliance knowledge
Preferred skills
Experience in an IFA setting, experience working within defined service standards and policies
Technologies
Microsoft Office Suite (Word, Excel, PowerPoint), CRM database
Responsibilities
Responding to day-to-day technical and process queries from Advisers, Administrators, and Clients; Booking client review appointments and managing IFA's diary; Maintaining client files throughout the application stage; Processing new business received via post or online; Updating IFA's & Clients' on the progress of their new business cases; Adhering to FCA regulations and internal policy and procedure