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Private Client and Technical Administrator

IT, Technology and Digital

Job Description

Company and Role Overview 

To offer technical administrative support to the Private Client Director and Private Client Adviser within a successful team, while closely collaborating with the Senior Private Client Administrator. This dynamic position involves assisting the Private Client Director in delivering exceptional holistic financial planning services to both new and established clients. It is ideal for a self-motivated and experienced IFA administrator who thrives on proactive and collaborative work within a small team. The role presents an excellent opportunity for a candidate who is either partially or fully Diploma qualified and has aspirations to progress into a technical paraplanning role in the medium term. The right candidate will have access to our internal paraplanner training program.


  • Get ready for and participate in client meetings as needed, making thorough written records and handling any administrative or technical tasks afterward
  • Address intricate and technical client inquiries under the guidance of the Private Client Director
  • Maintain precise client records in internal systems (iO and Volume), encompassing all written and electronic correspondence with clients and providers, as well as meeting notes
  • Address client inquiries promptly and professionally
  • Adhere to risk profiling protocols, documenting risk profile scores in iO and saving profiles to the DMS


  • Possess a minimum of 2 years of experience in the independent sector of the financial services industry, specifically in a pertinent administrative capacity with direct engagement with high-net-worth clients
  • Demonstrate outstanding IT aptitude and written communication abilities, displaying expertise in utilizing Microsoft Office suites
  • Proficiency in Excel would be beneficial
  • Possession of relevant industry qualifications, preferably including at least one R0 exam, would be highly advantageous

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