Private Client Administrator

---

Job description

If you're looking to join an organisation that will give you the right opportunities and experience to develop your career, join Tilney Smith and Williamson.

The Tilney Smith and Williamson's personal wealth management services include financial planning, investment management and advice, online execution-only investing and personal tax advice. For businesses, its range of services include assurance and accounting, business tax advice, employee benefits, forensic advice, fund administration, recovery and restructuring, as well as corporate finance and transaction services.

We are seeking a talented individual to join our London office team, where we provide the full range of our services: business advisory services, corporate finance, corporate recovery, corporate tax, forensic services and litigation support, investment management, pensions and financial planning and advice on personal tax and trusts.

The purpose of this role is to provide full administrative support to a private client investment team based in the Moorgate office in London.

As Private Client Administrator your responsibilities will include:

Administration

• Collate and help prepare periodic valuation reports.
• Input external payments to be made to third parties
• Produce ad hoc reports and collate documentation for client meetings.
• Help prepare new business written pitches and Powerpoint presentations.
• Liaise with Investment Settlement Operations and Banking department on administrative matters eg stock transfers, corporate actions.
• Liaise with third par es, including financial planners, accountants and pension providers
• Deal with cash transfers and foreign exchange transactions for clients.
• Assist in se ng up new clients - collating personal details, stock history, bank details etc.
• Collate and dispatch general documentation in the management of client affairs.
• Assist in researching and resolving client queries.

Compliance and Training

• Ensure familiarity and compliance with FCA requirements.
• Attend annual compliance briefings.
• Detailed training using the team's core operating system for managing client affairs (Avaloq)
• Attend internal/external meetings as appropriate.

Team Support

• Answer telephone and answer general client enquiries in a timely fashion
• Arrange and prepare client meetings on behalf of the investment managers
• Assist in drafting general correspondence and performance reporting.
• Build relationships of trust & liaise with clients and their advisors.
• Maintain all client administration for the team, including all eFiles
• Coordinate the team's maintenance of KYC records.
• Assist with the onboarding of new clients

To be successful in this role, you should meet the following requirements:

• Put the client first and focuses on delivering the right solutions
• Deliver excellent service
• Trustworthy
• Integrity
• Sound Judgement
• Personal Leadership & Teamwork
• Embracing Change
• Communication
• Organisation
• Attention to detail
• Educated to A Level standard or equivalent
• Degree education preferred but not essential
• CISI IOC qualification and/or willingness to take the CISI Investment Advice Diploma (IAD) exams would be advantageous.
• High levels of numeracy.
• Excellent communication skills - written and verbal.
• Analytical skills - for investigating and researching problems.
• A proven ability to prioritise tasks and resolve issues in a timely fashion
• IT - Proficient user of Microsoft Office applications (Excel, Word, PowerPoint, Outlook )
• Specific training of the firm's core investment management operating system will be provided during the early stages of the role.
• Compliance - broad knowledge of FCA regulations and its application within retail investment management.