Private Client Administrator
Core
Providing 1-1 support for Independent Financial Advisers, managing back office systems, and processing new business in a financial advisory firm.
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
Required skills
Financial advisory firm experience, CRM database management, Microsoft Office Suite proficiency, FCA regulations knowledge, client file maintenance, appointment scheduling
Preferred skills
Strong communication skills, time management, organizational skills, attention to detail
Responsibilities
Responding to technical and process queries from Advisers, Administrators and Clients; Booking client review appointments and managing IFA's diary; Processing new business received via post or online; Updating IFA's & Clients' on the progress of their new business cases
Seniority
Individual Contributor