At a Glance
- Tasks: Provide top-notch admin support and manage client processes in a dynamic team.
- Company: Join a friendly and professional team at The Private Office in Leeds, London, or Bath.
- Benefits: Enjoy competitive pay, generous holidays, and support for professional qualifications.
- Other info: Full-time hours with a supportive environment and great career growth opportunities.
- Why this job: Make a real difference by helping clients and advisers with essential services.
- Qualifications: Experience in financial services and strong IT skills are preferred.
The predicted salary is between 31500 - 38500 £ per year.
The Private Office is looking for professional, friendly and personable administrators to join our team in Leeds, London, or Bath.
As a Client Delivery Associate (CDA) you will provide full administrative support and business processing to deliver a professional, compliant and effective service for our clients and advisers.
You will primarily work from Tasks in Curo that will be managed by your CDA Team Leader based on capacity and skill set.
Tasks will be processed effectively and accurately, within agreed SLAs, and can include but is not limited to, the following responsibilities;
- Providing full back office support for the Client.
- Manage and track pipeline activity providing regular progress updates through the back office system
- New Business processing including managing the activity on Curo and setting up/placing business on third party platforms/providers
- Processing of other Advice such as amendments to existing investments or placing trades, withdrawals etc.
- Supporting the New Client Onboarding process by completing any Curo updates or tasks as required.
- Supporting the Client Review process by completing any pre or post meeting tasks or actions as required.
- Contact and liaise with relevant product providers/third parties.
- Maintain the CRM system (CURO) to ensure that KYC information for clients is entered fully and accurately
- Process and issue client invoices including adviser charging arrangements and liaise with the Finance team to chase overdue payments
- Ensure that all tasks on CURO are completed in line with company policy and procedures
- Develop and maintain effective relationships with clients, colleagues and third parties.
- Assess client file documents in accordance with compliance requirements, identifying and correcting remedial actions as required.
- Company discretionary bonus scheme;
- Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm - 1 hour for lunch;
- 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period;
- Group Income Protection;
- Life Assurance;
- Eye Care Scheme;
- Bike to Work Scheme;
- Full support with professional qualifications;
- Knowledge, Skills and Experience
- Strong operational experience within the Financial Services Industry is desired
- Proficient IT skills in core Microsoft Office systems
- Organisation and prioritisation skills.
- Excellent verbal and written communication skills with an eye for detail
- #J-18808-Ljbffr
IFA Administrator in Leeds employer: The Private Office (TPO)
The Private Office is an exceptional employer, offering a supportive and collaborative work environment in vibrant locations like Leeds, London, and Bath. With a strong focus on employee growth, we provide full support for professional qualifications, alongside a generous benefits package that includes a discretionary bonus scheme, additional holidays, and various health initiatives. Join us to be part of a team that values professionalism and fosters meaningful relationships with clients and colleagues alike.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Leeds
✨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 The Private Office (TPO). 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 IFA Administrator in Leeds
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 The Private Office (TPO).
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 The Private Office (TPO)'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 The Private Office (TPO)
✨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 The Private Office (TPO).
✨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 The Private Office (TPO) 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 The Private Office (TPO) 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.
