Private Client Administrator – City of London
Location: London Salary: £30,000 – £40,000 + Benefits
The Opportunity:
Here is a fantastic opportunity to join a supportive, collaborative, and growing wealth management environment as a Private Client Administrator. This role has arisen due to continued expansion, offering you the chance to work closely with Financial Planners, Paraplanners, and senior leadership from day one. You’ll be part of a culture where administrators are valued, your voice is heard, and your development is actively supported. This is an ideal position for someone looking to build a long‑term career in financial services within a professional City setting.
What You’ll Be Doing:
You will provide high‑quality administrative support across the Private Client team, ensuring the smooth delivery of client services and operational efficiency.
- Overseeing accurate data entry and maintenance across all business systems.
- Supporting the processing of new and existing life, pension, protection, and investment business.
- Preparing valuations, review packs, and ad‑hoc client reports.
- Taking ownership of MI reporting and assisting with operational projects through to completion.
- Contributing to process improvements and helping refine internal workflows.
- Becoming a confident user of internal systems, identifying data integrity issues and supporting their resolution.
- Delivering consistently high levels of client care to both internal teams and external clients.
- Building strong working relationships with product providers and colleagues across the business.
- Ensuring all work complies with internal procedures and regulatory guidelines.
- Assisting with commission processing, income tracking, and bank reconciliations.
- Handling general administrative duties including scanning, filing, post, and ad‑hoc queries.
- Providing administrative support to senior management when required.
What’s On Offer:
- A collaborative culture where your contribution is genuinely valued.
- Clear career progression pathways within financial services.
- Support for professional qualifications and ongoing development.
- Agile working arrangements with a City office base.
- A benefits package including pension, private medical cover, income protection, and holiday buy/sell options.
About You:
- A skilled administrator with strong organisational and time‑management abilities.
- Excellent attention to detail and a proactive, solutions‑focused attitude.
- Confident in planning, prioritising, and managing your own workload.
- Strong communication skills with the ability to build relationships at all levels.
- Professional, confidential, and committed to delivering high‑quality service.
- A team player who is willing to support colleagues when needed.
- IT‑literate with above‑average competency in Word and Excel.
- Fluent written and spoken English.