Private Client Administrator - ISA's, Investment Bonds, Pensions

Metier Recruitment Limited
£25,000 + Benefits
08 Nov 2017
08 Dec 2017
Contract Type
Full Time

Private Client Administrator - ISA?s, Investment Bonds, Pensions including SIPP & Drawdown & Protection Products such as Mortgage, Keyman & Shareholder.


  • To provide accurate and timely administrative support to the administration teams, ensuring compliance with internal and statutory requirements.
  • To accurately post remuneration onto 1st computer system.
  • To maintain accurate and up-to-date computer records in order to report accurate figures as required and support business activity effectively.
  • To operate as a member of both administrative teams, including liaison with advisers and other staff as required, to ensure all administrative activities are completed accurately and on time.
  • To ensure correct documentation is issued in line with all compliance requirements.
  • Maintain good working relationships with customers, providers, clients and colleagues.
  • To ensure that files are prepared for scanning within the agreed company guidelines.
  • To notify either the Corporate Services Manager or Private Client Team Leader of any work load issues.
  • To adhere to the principles of TCF as determined by the Board.
  • Notify the Compliance Manager immediately of all complaints received.
  • To adhere to the Company?s Data Protection Policy and other regulatory requirements.
  • Promote the image of and the quality of and the service set by the Company.
  • Other ad hoc duties reasonable and appropriate to post, as required to support the administrative functions within the business.

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