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Private Client Administrator

Job description

Idex Consulting have a new opportunity for an Private Client Team Administrator to join a large, modern IFA Practice in Edinburgh

Provide administration support to Private Client Team (PCT)


  • Inputting, manipulating and maintaining data on the client relationship management systems to assist with opening accounts and general client account administration and maintenance. This includes allocation of new monies, management of standing orders, fees, cash balances, ISA Subs and monitoring liquidity.
  • Management and prioritisation of daily tasks through emails, Swap and Xplan on an individual basis and when required to cover other colleagues in the team across Edinburgh and London.
  • Support with basic meeting preparation, generating of adhoc valuations and statements for clients.
  • Dealing with queries from external providers and chasing Letters of Authority for client information.
  • Liaising closely with relevant members of PCT and Operations team to ensure full communication and understanding, thereby minimising errors and maximising service levels
  • Filing, in accordance with the client and FCA procedures
  • Suggesting realistic and appropriate improvements to the systems and procedures to standardise these across the PCT Team within London and Edinburgh in order to continually improve service to clients and wealth managers

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