At a Glance
- Tasks: Manage a diverse portfolio of trusts and corporate structures while delivering exceptional client service.
- Company: Join a leading firm dedicated to high-net-worth client services.
- Benefits: Competitive salary, professional development, and opportunities for mentorship.
- Other info: Dynamic team environment with excellent career progression opportunities.
- Why this job: Make a real impact by enhancing client relationships and driving business growth.
- Qualifications: Experience in trust administration and strong relationship-building skills required.
The predicted salary is between 40000 - 50000 £ per year.
Our client is seeking an experienced Senior Administrator – Client Services to take responsibility for a complex portfolio of trusts, companies, and wealth structures. This is a client‑facing role requiring strong technical expertise, commercial awareness, and a commitment to delivering outstanding service to high‑net‑worth clients.
You will work closely with Client Directors, support junior team members, and play a key role in managing risk, improving profitability, and strengthening long‑term client relationships.
Key Responsibilities- Manage a diverse and complex portfolio of trust and corporate structures
- Act as a key point of contact for clients, intermediaries, and stakeholders
- Ensure statutory, regulatory, and administrative requirements are met to a high standard
- Deliver timely, accurate, and professional client communication
- Identify opportunities to enhance client service and develop new business
- Act as Director on client companies, subject to Senior Management approval
- Meet personal targets for time recording, utilisation, and working capital
- Monitor and control WIP across your client book
- Support prompt billing and fee collection
- Work with Client Directors to improve portfolio profitability
- Coach junior colleagues on billing, cash collection, and commercial awareness
- Identify and mitigate risk within your client portfolio
- Ensure compliance with local regulatory and governance requirements
- Escalate issues in line with internal policies
- Support strong relationships with regulators through high standards of governance
- Provide technical guidance and mentorship to junior team members
- Promote best practices and positive behaviours
- Support team morale, development, and performance
- Significant experience in trust, fiduciary, or wealth administration
- Proven track record of servicing high‑net‑worth clients
- Strong technical knowledge of trust and corporate structures
- Experience handling complex transactions and client requirements
- Ability to clearly explain technical matters to clients and colleagues
- Client‑focused with excellent relationship‑building skills
- Highly organised with strong prioritisation and time‑management abilities
- Professional, adaptable, and confident under pressure
- Self‑motivated with a strong drive to exceed targets
- Holds or is studying towards a relevant professional qualification
- Willing to maintain ongoing CPD in line with qualification requirements
- Fluent in English
- Additional language skills are an advantage
Senior Administrator - Client Services in Douglas employer: Bullfinch Recruitment
Our client is an exceptional employer, offering a dynamic work environment that prioritises professional growth and development. With a strong focus on client service excellence, employees are encouraged to enhance their skills while working alongside experienced professionals in the wealth administration sector. Located in a vibrant area, the company fosters a collaborative culture that values innovation and teamwork, making it an ideal place for those seeking a rewarding career in client services.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Administrator - Client Services in Douglas
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Bullfinch Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Administrator - Client Services in Douglas
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Bullfinch Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Bullfinch Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Bullfinch Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Bullfinch Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Bullfinch Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Bullfinch Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
