Private Client Administrator
Core
Providing administrative and operational support to Independent Financial Advisers (IFAs) and clients within a financial advice firm.
Role type
Private Client Support Administrator
Builds
Client meeting packs, CRM data entries, and new business case updates for IFAs and clients.
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Administrative experience in financial services, knowledge of service standards and policies, Microsoft Office Suite proficiency
Preferred skills
Experience in an IFA setting
Technologies
Microsoft Office Suite, CRM database
Responsibilities
Provide 1-1 support for Independent Financial Advisers, respond to technical and process queries, prepare client meeting packs, record and update back office systems, book client review appointments, maintain client files, process new business, load data on CRM, update progress on new business cases, adhere to FCA regulations
Seniority
Individual Contributor