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- Tasks: Manage high-net-worth clients' portfolios and ensure smooth administration of trusts and companies.
- Company: Join a leading firm dedicated to providing exceptional service to wealthy individuals and families.
- Benefits: Enjoy flexible working options, professional development opportunities, and a supportive team environment.
- Why this job: Build trusted relationships while making a real impact in clients' financial lives and wealth planning.
- Qualifications: 3+ years in private client administration; STEP or ICSA qualification preferred.
- Other info: Fluency in English is essential; Italian skills are a bonus!
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 Referrals increase your chances of interviewing at Victus Search by 2x Get notified about new Client Administrator jobs in London Area, United Kingdom . London, England, United Kingdom 1 week ago London, England, United Kingdom 5 days ago London, England, United Kingdom 3 weeks ago Maidstone, England, United Kingdom 4 days ago London, England, United Kingdom 1 week ago London, England, United Kingdom 2 weeks ago London, England, United Kingdom 1 week ago London, England, United Kingdom 2 weeks ago Stansted, England, United Kingdom 1 month ago London, England, United Kingdom 2 weeks ago Executive Assistant, Global Partners EMEA London, England, United Kingdom 2 weeks ago Join Our Talent Pool – Client Services Administrator Billericay, England, United Kingdom 1 day ago Canterbury, England, United Kingdom 20 hours ago London, England, United Kingdom 1 day ago Administrator – International Examining Body (9-Month FTC) London Area, United Kingdom £32,000.00-£35,000.00 18 hours ago London, England, United Kingdom 1 day ago London, England, United Kingdom 1 week ago London Area, United Kingdom £35,000.00-£35,000.00 18 hours ago London, England, United Kingdom 3 weeks ago London, England, United Kingdom 5 days ago London, England, United Kingdom 1 day ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
Private Client Administrator employer: Victus Search
Contact Detail:
Victus Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Administrator
✨Tip Number 1
Network with professionals in the private client sector. Attend industry events, webinars, or local meetups to connect with individuals who work in similar roles. Building relationships can lead to valuable insights and potential referrals.
✨Tip Number 2
Stay updated on the latest regulatory changes affecting private clients. Subscribe to relevant newsletters or follow industry leaders on social media to ensure you’re knowledgeable about current trends and compliance requirements.
✨Tip Number 3
Consider reaching out to current employees at StudySmarter or similar companies for informational interviews. This can provide you with insider knowledge about the company culture and expectations for the Private Client Administrator role.
✨Tip Number 4
Prepare to discuss specific examples of your experience with high-net-worth individuals during interviews. Highlight your ability to manage complex client needs and demonstrate your understanding of the various structures used in wealth planning.
We think you need these skills to ace Private Client Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in private client administration, especially with high-net-worth individuals. Include specific examples of your work with trusts, companies, and foundations to demonstrate your expertise.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the needs of HNWIs and your commitment to providing personalised service. Mention any relevant qualifications like STEP or ICSA and how they relate to the role.
Highlight Relevant Experience: In your application, emphasise your practical administration experience with UK and offshore entities. Detail your familiarity with banking arrangements, statutory compliance, and record-keeping to align with the job requirements.
Showcase Communication Skills: Since excellent communication is key for this role, provide examples of how you've successfully built relationships with clients and liaised with professionals in legal, tax, and banking sectors. This will demonstrate your ability to deliver seamless service.
How to prepare for a job interview at Victus Search
✨Know Your Clients
Familiarise yourself with the specific needs and expectations of high-net-worth individuals. Be prepared to discuss how you would build trusted relationships and provide tailored support, as this is crucial for the role.
✨Demonstrate Your Experience
Highlight your practical administration experience with UK and offshore entities. Be ready to share examples of how you've managed banking arrangements, statutory compliance, and record-keeping in previous roles.
✨Stay Updated on Regulations
Show that you are informed about current legislative and regulatory developments affecting private client structures. This will demonstrate your commitment to maintaining high standards of service and compliance.
✨Communicate Clearly
Since excellent communication skills are essential, practice articulating your thoughts clearly and concisely. Be prepared to discuss complex topics in a way that is easy to understand, especially when liaising with legal and tax professionals.
