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Private Client Administrator - Junior

Private Client Administrator - Junior

The purpose of this role is to provide full technical support to a private client team.
You will be working for a leading City based Wealth Manager
This a relatively junior role which would best suit someone with 1-2 relevant experience
Some relevant experience is essential , plus good A levels and /or a degree
Excellent overall benefits plus bonus potential 

Key responsibilities:Analysis

  • Analysis support of private client market
  • Structuring and collating research for team
  • Collate periodic valuation reports
  • Produce ad hoc reports and collate documentation for client meetings
  • Liaise with external platforms

  • Deal with cash transfers and foreign exchange transactions for clients
  • Set up client orders in preparation for STP
  • Collate and dispatch general documentation in the management of client affairs
  • Create and maintain stock/client information on spreadsheets
  • Assist in researching and resolving client queries

Compliance and Training
  • Ensure familiarity and compliance with FCA requirements
  • Attend annual compliance briefing
  • Attend internal/external seminars as appropriate

Team Support
  • Answer telephone
  • Assist in drafting general correspondence
  • Liaise with clients and their advisors
  • Maintain client files
  • Attend client meetings in an administrative capacity, where necessary


Job Type:
Banking & Financial Services
City of London
Banking and Capital Markets
25000- 30000
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Talk to a Consultant

Talk to Carl Denham, the specialist consultant managing this position, located in London City

107 Cheapside, London, EC2V 6DN

Telephone: 0203 465 0109
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