Private Client Administrator
Core
Providing 1-1 support for Independent Financial Advisers, managing back-office operations, 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
Deliverable
product features
Required skills
Back-office system management, CRM database loading, Client file maintenance, Appointment scheduling, Data entry, Microsoft Office Suite proficiency
Responsibilities
Responding to technical and process queries from Advisers and Clients, Preparing client meeting packs, Recording and updating back office systems, Booking client review appointments, Maintaining client files, Processing new business received via post or online, Updating IFA's & Clients on new business case progress, Adhering to FCA regulations and internal policy