Private Client Administrator

Company And Role Overview -

Our customer represents a bespoke consultancy in wealth management, asset administration, and personnel benefits consultancy. Being entirely autonomous enables them to offer impartial guidance tailored to each client's needs, provided by seasoned professionals in financial services. Their foundation rests upon principles of integrity and reliance, prioritizing their clients' welfare for the success of their enterprise.

The role entails furnishing top-tier personal assistant and general administrative support to the Private Client Director within a dynamic team setting. It demands adeptness in aiding the team in furnishing an unparalleled comprehensive financial planning service to both prospective and current clients. We seek a candidate possessing exceptional precision, the capacity for independent and collaborative work, and the initiative to secure optimal outcomes for clients and the team alike.

Main Responsibilities -

• Follow up with clients to obtain necessary documents and details
• Collaborate with the Senior Private Client Administrator to oversee and manage the yearly suitability review timetable
• Assess client risk tolerance levels and conduct anti-money laundering verifications
• Prepare meeting agendas and gather requisite information ahead of client appointments, as needed
• Coordinate with product suppliers to guarantee the timely receipt and processing of all applications

Requirements -

• Over three years of involvement in the autonomous domain of the financial services sector, in a pertinent administrative capacity such as family office or catering to High Net Worth/Ultra High Net Worth individuals in Independent Financial Advisor/Wealth Management settings
• Proven track record of providing top-tier client service
• Ability to function effectively under self-direction, applying a pragmatic approach to daily task
• Proficient in IT, particularly Excel, with strong technical capabilities