Private Client Admin - 12 month contract

This job does not exist anymore.

Try running a new search or browse our vacancies.

Or fill in the form below to receive job alerts.

2018-08-03 09:05:471970-01-01Coast Specialist Recruitment
Job Type Permanent full-time
Location London
Area London, UK London
Sector FINANCIAL SERVICES - Sales Support
Salary £30 -33,000 pa
Start Date
Advertiser John Heffernan
Telephone 01372738020
Job Ref keh-12728
Job Views 400
A boutique Wealth Management practice based in London has an opportunity for a Private Client Administrator to join their team.

Primarily, the successful candidate will provide administrative support to the Private Client Director of a successful team, and additionally, to any other members of the team who are in a technical support role.

This is a busy administrative role which focuses on delivering an outstanding holistic financial planning service to new and existing clients.

The role will comprise of:

  • Client Servicing

o Use appropriate systems and processes to submit new business to providers

o Obtain information from clients to facilitate Annual Suitability Reviews

o Obtain literature, illustrations and forms from providers and pre-complete basic client details

o Prepare application forms and other documents for client signing or approval

o Liaise with product providers

  • Correspondence and Client Files

o Ensure all client information is accurately maintained on internal systems

o Ensure client agreements, including fee schedules, are in place and are signed, documented and saved

  • Compliance with FCA and company procedures

o Assist the team in complying with FCA and internal compliance procedures, ensuring all client files and information remain compliant and confidential

o Notify the Adviser of any suspicion of a complaint and follow appropriate procedures within the complaints handling process

o Follow Anti-Money Laundering Procedures and comply with the requirements of GDPR

o Record and file all relevant correspondence


  • 3+ years’ experience within the independent sector of the financial services industry, in a relevant administration role
  • Have comprehensive experience of using iO to perform an administrative role, as well as the required product and process knowledge to carry out the role effectively
  • Have excellent IT skills, being highly proficient in the use of Microsoft Office packages. A good working knowledge of Excel will be an advantage
  • Have sufficient understanding of the needs of Financial Services teams, and FCA rules and compliances, in order to effectively carry out the role
  • Relevant industry qualifications will be a distinct advantage.
  • Demonstrate excellent written communication skills and a high-level of attention to detail

If you would like to apply for this vacancy, please contact Karen Halliday.

Job TypeClear
Sign in
Similar Jobs
Email Me Jobs Like This
Subscribed to similar jobs notifications

Contact Coast Specialist Recruitment

Essex Branch:
Coast House
387 London Road
Hadleigh, Essex

Telephone: 01702 713739 |

Surrey Branch:
Aqua House
30 – 32 High Street
KT19 8AH

Telephone: 01372 738020 |

We use cookies to provide you with the best possible browsing experience on our website. You can find out more below.
Cookies are small text files that can be used by websites to make a user's experience more efficient. The law states that we can store cookies on your device if they are strictly necessary for the operation of this site. For all other types of cookies we need your permission. This site uses different types of cookies. Some cookies are placed by third party services that appear on our pages.
Necessary cookies help make a website usable by enabling basic functions like page navigation and access to secure areas of the website. The website cannot function properly without these cookies.
ResolutionUsed to ensure the correct version of the site is displayed to your device.
SessionUsed to track your user session on our website.
Statistic cookies help website owners to understand how visitors interact with websites by collecting and reporting information anonymously.
Google AnalyticsGoogle Analytics is an analytics tool to measure website, app, digital and offline data to gain user insights.

More Details