At a Glance
- Tasks: Manage a diverse portfolio of private wealth clients and deliver top-notch administration services.
- Company: Join a leading Investor Services group with a global presence and a commitment to sustainability.
- Benefits: Enjoy competitive salary, annual bonuses, hybrid working, and wellness programs.
- Other info: Work in an inclusive culture that supports diversity and offers excellent learning opportunities.
- Why this job: Be part of a dynamic team that values collaboration and empowers your career growth.
- Qualifications: Experience in Trust and Private Wealth administration with strong communication skills.
The predicted salary is between 31500 - 38500 £ per year.
About IQEQ
We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 6,500+ people across 24 jurisdictions and have assets under administration (AUA) exceeding US$857 billion. We work with 13 of the world’s top-15 private equity firms. Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. Above all, what makes us different is our people.
Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. We’re driven by our Group purpose, to power people and possibilities.
Job Description
As a senior Admin you will play a key role within the Private Wealth team, delivering high-quality trust and company administration services to an international client base. Acting as a senior point of support, you will manage your own portfolio of clients, support junior team members, and work closely with senior management to ensure excellent client service, regulatory compliance, and operational efficiency.
What You’ll Do
- You will manage and administer a diverse portfolio of private wealth clients, delivering accurate and timely trust and company administration services in line with policies, procedures, and regulatory requirements.
- You will provide a consistently high level of internal and external client service, ensuring client correspondence, queries, and deliverables are handled efficiently and professionally.
- You will support senior management with the day-to-day administration of private client structures, exercising judgement, escalating risks appropriately, and deputising where required.
- You will demonstrate strong technical knowledge of trust and corporate structures, taxation principles, fiduciary duties, and relevant laws across jurisdictions, acting as a technical resource for the wider team.
- You will actively contribute to a strong client servicing culture, acting as a role model for Group values and promoting collaboration, operational effectiveness, and continuous improvement.
What We Offer
- Base Salary: Competitive pay based on role, qualifications, experience, and market standards.
- Annual Bonus: Performance-based discretionary bonus paid annually.
- Referral Rewards: Bonus for employees who successfully refer candidates.
- Pension Contributions: Employer contributes 7%-12% of basic salary depending on level.
- Insurance Benefits: Medical, dental, life assurance, and income protection coverage.
- Additional Benefits: Paid leave, hybrid working, wellness programs, and recognition schemes.
Qualifications
- You have several years experience in Trust and Private Wealth administration, ideally within the Isle of Man. STEP Diploma or another relevant professional qualification would be desirable.
- You have strong technical expertise in trust and company administration, fiduciary responsibilities, and industry best practice.
- You have excellent organisational, analytical, and numerical skills with the ability to prioritise, multitask, and work under pressure to meet deadlines.
- You have strong verbal and written communication skills and are confident building relationships with clients, intermediaries, and internal stakeholders.
Additional Information
We want to empower our 6,500+ employees - from 94 nationalities, across 24 countries - to each achieve their potential. Our commitment to you and the environment Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders - including our employees, clients, and local communities - while also reducing our impact on our natural environment. There is always more we can, and should do, to improve - whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues.
Senior Administrator, Private Wealth employer: IQ-EQ
At IQ-EQ, we pride ourselves on being a top employer, recognised in The Sunday Times Best Place to Work 2025. Our commitment to employee wellbeing is reflected in our comprehensive benefits package, flexible working arrangements, and robust support for professional development, ensuring that every team member can thrive in a nurturing environment. With a diverse workforce and a focus on sustainability, we empower our employees to grow their careers while making a meaningful impact in the investment sector.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Administrator, Private Wealth
✨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.
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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 IQ-EQ. 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, Private Wealth
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 IQ-EQ.
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 IQ-EQ'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 IQ-EQ
✨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 IQ-EQ.
✨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 IQ-EQ 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 IQ-EQ 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.