Private Client Administrator

 Location: London
 Salary: Excellent
 Job type: Permanent
 Closes: closed

The London office provides the full range of organisation’s services including business advisory services, banking, corporate finance, corporate recovery, corporate tax, forensic services and litigation support, investment management, pensions and financial planning and advice on personal tax and trusts.

In the role, you would support help support the Private Client team from an analytical and administrative perspective.

 

Some of the responsibilities of the Private Client Administrator will include:

Analysis

  • Analysis support of private client market
  • Structuring and collating research for team
  • Collate periodic valuation reports
  • Produce ad hoc reports and collate documentation for client meetings
  • Liaise with external platforms

Administration

  • Deal with cash transfers and foreign exchange transactions for clients
  • Set up client orders in preparation for STP
  • Collate and dispatch general documentation in the management of client affairs
  • Create and maintain stock/client information on spreadsheets
  • Assist in researching and resolving client queries

 

The background of the ideal Private Client Administrator:

  • Degree Educated, or relevant experience in dealing with private clients
  • Must have experience of working within Asset Management/Investment Operations or Wealth Management
  • Must be able to demonstrate strong analytical skills – for investigating and researching problems
  • Working towards or having already achieved the IOC qualification would be a distinct advantage

 

Meraki Talent values diversity in our own workforce and we actively support our clients to build diverse and inclusive workplaces. For all our roles, both internal and those on behalf of our clients, we welcome enquiries from everyone

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Business Manager - Financial Services

Nathan Macfie


Nathan is one of the founding members of Meraki Talent and specialises in investment management and asset servicing markets. He started his recruitment career in 2011 and has an unrivalled network across the UK. In August 2018 Nathan moved to London to manage Meraki's new office, based in South Kensington.