Private Client Administrator

Private Client Administrator

Job description

Your newpany

A London-based boutique independent wealth planner, asset manager and employee benefits specialist. Thispany ismitted to providing the highest quality service and support to its clients, has been awarded Corporate Chartered status and has a diverse and inclusive people-led culture.

Your new role

This is a part-time role which only requires you to go into the office once a month. You will be working alongside the Senior Private Client Administrator performing administrative tasks including but not limited to :

- Assisting with valuation production and fund switches.
- Organising and diarising meetings on behalf of the Private Client Director.
- Ensuring all client information (including meeting notes)





are accurately maintained on internal systems.
- Running client risk tolerances and carry out anti-money laundering checks.
- Maintaining distribution lists for central marketing and bulkmunications.

What you'll need to succeed

- 3+ years’ experience within the independent sector of the financial services industry, in a relevant administration role family office or HNW / UHNW IFA / wealth management.
- Exceptional attention to detail.
- Sound technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection.
- Excellent IT skills with a good working knowledge of Excel.
- The ability to work to pressing deadlines.

What you'll get in return

- Flexible / remote working
- Discretionary bonus scheme
- 25 days annual leave
- Electric Vehicle Scheme
- Employer Pension Contribution

▶️ Private Client Administrator
🖊️ hays-gcj-v4-pd-online
📍 London