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Private Client Administrator
Luke Recruitment Manager
Job Description
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 tasks
- Proficient in IT, particularly Excel, with strong technical capabilities
SIMILAR JOBS
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Deputy Manager
Role Overview
Our client is currently in the market for a Deputy Manager to come and join their busy team! The successful candidate will support and manage the staff to enable them to meet the needs of the children and young people, managing child protection concerns and complaints and participating in reviews to provide the best outcome for everyone.
Responsibilities
- Ensuring that each young person has an assigned primary worker and team member are aware of each child’s relevant plans and their responsibilities for its implementation.
- Performing the role of "on-call manager" to provide out-of-hours support for the home, on a rotating basis
- Attending childcare reviews and planning meetings to provide information and achieve optimal outcomes for young people
- Maintaining accurate written records to record information and enable regular monitoring and evaluation to occur
- Working in partnership with parents, caregivers, and other professionals to safeguard and promote the welfare of young people
- Assisting with the recruitment and retention of staff, including induction training for new staff into the home
- Providing consultation and informal advice and support to staff in relation to day-to-day matters
- Conducting annual appraisals of staff, addressing issues concerning conduct and competence of staff where necessary
- Ensuring that budgets and resources are allocated appropriately and managed effectively, and the use of finances is properly monitored, including petty cash returns and staff attendance records
- Developing, in consultation with young people and staff, routines concerning all aspects of child care, creating schedules that fit best
- Ensuring that there are appropriate and adequate reporting and recording systems in place to comply with Quality Standards
Requirements
- Knowledge of the Children Act and other relevant legislation
- Diploma L3 Residential Childcare (or equivalent)
- Willingness to complete Diploma L5 L&M in H&SC
- Knowledge of CHR 2015 and the QS
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Youth Development Worker
Company And Role Overview –
Join our client in making a real difference! As a mentor, you will empower young people in schools and communities who are at risk of school exclusion, grappling with mental health issues, or involved in Serious Youth Violence. You'll engage with them through dynamic one-on-one sessions, vibrant after-school programs, exciting positive activities, and enriching holiday initiatives. Be a part of a transformative journey and help shape brighter futures!
Main Responsibilities –- Maintain exceptional standards of customer service and care consistently
- Take ownership of personal professional growth and engage in relevant training and activities, both internally and externally
- Perform all tasks in compliance with Health & Safety regulations
- Uphold and actively support the equal opportunities policy, working to eliminate discrimination based on race, gender, disability, sexual orientation, age, or status in our services
Requirements –
- At least two years of full-time, paid experience working with challenging youth
- Minimum of a Level 3 qualification in youth work or equivalent, along with Level 2 in English
- Proven ability to work effectively both independently and as part of a team
- A keen interest in topics related to teaching and learning
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Underwriting Assistant
Company And Role Overview –
Are you ready to kick-start your career in underwriting and be a part of an exciting and fast-paced team? Our client is on the lookout for an enthusiastic Underwriting Assistant who is eager to dive into the world of residential and commercial underwriting. Working closely with a senior underwriter, you’ll play a crucial role in securing new business while providing top-tier service to our clients. This is your chance to grow your skills, deepen your technical knowledge, and be an integral part of their success story. Join them and embark on a journey to become a key player in the underwriting field!
Main Responsibilities –
- Provide daily support in evaluating and processing commercial and residential insurance applications
- Conduct legal research and participate in various projects, as well as perform other tasks assigned by your supervisor
- Collaborate with your team to understand and fulfil the needs of both internal and external clients
- Ensure data systems are current and accurate by entering and updating information regularly
- Gather and summarize case details for review and decision-making by senior underwriters
Requirements –
- A solid academic background with at least a 2:1 degree, or a professional qualification in law, insurance, or property is preferred
- Excellent focus on detail and commitment to achieving results
- Exhibits a proactive and positive approach to tasks
- Proficient in using the Microsoft Office suite of applications
