At a Glance
- Tasks: Manage high-net-worth clients' portfolios and provide tailored administrative support.
- Company: Join a leading firm specialising in private client services for wealthy individuals and families.
- Benefits: Enjoy competitive pay, flexible working options, and opportunities for professional growth.
- Other info: Fluency in English is essential; Italian skills are a bonus!
- Why this job: Build trusted relationships while making a real impact on clients' financial well-being.
- Qualifications: 3+ years in private client administration; STEP or ICSA qualification preferred.
The predicted salary is between 36000 - 60000 £ per year.
This range is provided by Victus Search. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
Direct message the job poster from Victus Search
Associate Director of Victus | Multijurisdictional recruitment for institutional and private client firms
You will be responsible for the day-to-day administration of a portfolio of high-net-worth individuals and families, including trusts, companies, and foundations. The role requires practical administration experience in managing UK entities (and other jurisdictions) for HNWIs, including oversight of banking, statutory records, and general administration. A strong understanding of private client needs, regulatory requirements, and a commitment to delivering a high standard of personalised service is essential.
Key Responsibilities
- Act as the primary point of contact for a portfolio of private clients, building trusted relationships and providing tailored support.
- Administer a range of private client structures including discretionary and life interest trusts, private investment companies, and asset-holding entities.
- Manage the practical administration of UK and international entities for HNWIs, including banking arrangements, statutory compliance, and record-keeping.
- Maintain accurate company and trust records and ensure timely filings in accordance with relevant laws and internal policies.
- Liaise with legal, tax, and banking professionals to ensure seamless service delivery across multiple jurisdictions.
- Assist with the onboarding of new client relationships, including due diligence and AML checks.
- Prepare trustee and board minutes, resolutions, and other key documentation.
- Stay informed of relevant legislative and regulatory developments impacting private client structures.
Qualifications and Requirements
- STEP, ICSA, or similar relevant professional qualification preferred.
- At least 3 years’ experience in private client trust and company administration.
- Demonstrated experience in the practical administration of UK and offshore entities for HNWIs.
- Strong understanding of the needs of HNW/UHNW clients and the structures commonly used in wealth planning.
- Excellent written and verbal communication skills.
- Proficient in Microsoft Office (Word, Excel, Outlook) and familiar with trust administration software.
- Fluency in English is essential; Italian language skills would be a distinct advantage.
Seniority level
-
Seniority level
Associate
Employment type
-
Employment type
Full-time
Job function
-
Job function
Administrative
-
Industries
Staffing and Recruiting and Trusts and Estates
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Private Client Administrator in London employer: Victus Search
Join a dynamic and esteemed law firm that prioritises collaboration and professional growth within its Litigation team. With a strong commitment to employee development, you will have the opportunity to manage a diverse caseload while receiving support from experienced colleagues and engaging in mentoring roles. Located in a vibrant area, this firm offers a stimulating work culture that values innovation and client-focused solutions, making it an ideal place for motivated litigators seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Administrator in London
✨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 Victus Search. 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 Private Client Administrator in London
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 Victus Search.
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 Victus Search'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 Victus Search
✨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 Victus Search.
✨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 Victus Search 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 Victus Search 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.
