At a Glance
- Tasks: Manage fiduciary structures and deliver top-notch client experiences in a dynamic team.
- Company: Join a leading firm in private client services with a focus on professional growth.
- Benefits: Enjoy a varied workload, professional development opportunities, and a supportive work environment.
- Other info: Proactive candidates keen on long-term growth will thrive in this role.
- Why this job: Make a real impact while building a rewarding career in private client administration.
- Qualifications: Experience in trust and company administration; strong organisational and communication skills required.
The predicted salary is between 31500 - 38500 £ per year.
- Administrator/Senior Administrator - Private Clients
- Job Ref: LF41224
This role sits at the heart of a Private Clients team, supporting the day-to-day management of fiduciary structures and helping deliver a first-class client experience.
The successful candidate will enjoy a varied workload and excellent opportunities for professional development.
Location
Duties for this role include, but are not limited to
- Administering a portfolio of trust and company structures on behalf of private clients.
- Processing client instructions and maintaining accurate client records.
- Drafting minutes, resolutions and meeting notes.
- Liaising with lawyers, accountants, tax advisers, banks and other professional advisers.
- Supporting cash management and payment processing activities.
- Assisting with bookkeeping and annual accounts preparation in conjunction with accounting teams.
- Monitoring debtor balances and supporting fee collection processes.
- Assisting with compliance reviews, file reviews and risk management activities.
- Coordinating annual tax filings and regulatory reporting requirements.
- Supporting AEOI reporting obligations, including CRS and FATCA where applicable.
- Ensuring statutory and regulatory deadlines are met.
- Assisting with process improvements and identifying opportunities to enhance client service.
- Supporting team delivery and deputising for senior colleagues when required.
Skills / Qualifications
The ideal candidate will have relevant experience within trust and company administration, fiduciary services or a related financial services environment.
Strong organisational skills, attention to detail and the ability to manage competing priorities are essential, together with excellent communication and client relationship management abilities.
Candidates should possess a good understanding of fiduciary administration, AML/CFT requirements and governance obligations within a regulated environment.
A STEP, CGI/ICSA or similar professional qualification would be advantageous, although candidates studying towards a qualification, or willing to undertake professional studies, will also be considered.
The successful candidate will be proactive, client-focused and keen to build a long-term career within private client services.
For a full job description or further information on this role please call 711188 , or email jobs@leapfrogjobs. com .
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Administrator/Senior Administrator - Private Clients employer: Leapfrog Recruitment Consultants
As a Business Support Administrator in our dynamic team, you will thrive in a supportive work culture that values organisation and collaboration. We offer comprehensive training and development opportunities to help you grow your skills while enjoying a vibrant workplace that fosters strong relationships with colleagues and suppliers alike. Located in a thriving area, our company provides a unique chance to engage in meaningful procurement activities that directly impact our operations and success.
Contact Details:
Leapfrog Recruitment Consultants Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Administrator/Senior Administrator - Private Clients
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
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✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Leapfrog Recruitment Consultants. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Administrator/Senior Administrator - Private Clients
Some tips for your application 🫡
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Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Leapfrog Recruitment Consultants how you can be a team player!
How to prepare for a job interview at Leapfrog Recruitment Consultants
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
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If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Leapfrog Recruitment Consultants.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Leapfrog Recruitment Consultants's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
