{"id":16680,"date":"2024-05-07T13:08:40","date_gmt":"2024-05-07T12:08:40","guid":{"rendered":"https:\/\/ctt-group.co.uk\/?post_type=vacancy&#038;p=16680"},"modified":"2025-03-05T12:54:17","modified_gmt":"2025-03-05T12:54:17","slug":"private-client-administrator","status":"publish","type":"vacancy","link":"https:\/\/ctt-group.co.uk\/vacancy\/private-client-administrator\/","title":{"rendered":"Private Client Administrator"},"content":{"rendered":"<div class=\"standard-content container wp-block \">\n\t\t<div class=\"content\">\n\t\t\t<p><strong>Summary of Key Responsibilities and Role<\/strong><\/p>\n<ul>\n<li>The role will involve promoting the company\u2019s services in a professional and FCA compliant manner.<\/li>\n<li>Initially starting as a Private Client Administrator supporting the Paraplanners within the team and working in collaboration with Private Client Advisers with progression towards becoming a Paraplanner or a Private Client Adviser, if desired.<\/li>\n<li>Duties include dealing with letters of authority, withdrawals, valuations, client queries and business packaging and processing. Plus, ongoing running of the IFA back-office system.<\/li>\n<li>Preparation of annual review packs and meeting packs for IFA\u2019s.<\/li>\n<li>Attending meetings with advisers and preparing follow up notes and reports.<\/li>\n<li>Assisting with Estate Planning cases and the ongoing process to ensure client documents are handled accordingly.<\/li>\n<li>Providing excellent customer service.<\/li>\n<\/ul>\n<p><strong>Principle Responsibilities<\/strong><\/p>\n<ul>\n<li>Work towards being able to demonstrate an understanding of pensions, investments, protection, and corporate schemes.<\/li>\n<li>Prepare annual review packs for the clients and Private Client Advisers and assisting them with the review process.<\/li>\n<li>Have full commitment to open and honest business practices in line with regulatory requirements.<\/li>\n<li>Support the Paraplanners in research and analysis to meet client needs and objectives.<\/li>\n<li>Support the Paraplanners to enable them to prepare client financial plans and suitability reports.<\/li>\n<li>Working with the Paraplanners and Private Client Advisers you will discuss the client\u2019s objectives, identifying and obtaining the information necessary to compile the financial report.<\/li>\n<li>Inputting of data into the back-office system and ensuring this is maintained with current information and always kept up to date.<\/li>\n<li>Complete continuous professional development to meet best practice requirements and personal development needs. This will include professional qualifications and attending courses provided by third parties.<\/li>\n<li>You will commit to continuous personal development, keeping knowledge up to date and retaining supporting records for review.<\/li>\n<li>Attend client meetings with Financial Planners as required.<\/li>\n<li>Deal effectively with queries from clients and other parties through effective communication. Have confidence in ability to communicate by telephone, email, and other media.<\/li>\n<li>Liaise with product providers and other third parties to acquire additional information that may be required in order to assess the client\u2019s present arrangements, needs and to formulate recommendations.<\/li>\n<li>Obtain information, quotes, illustrations, and product details, and provide comparisons for analysis.<\/li>\n<li>Use Company Systems and input Will and Trust cases for the Private Client Advisers.<\/li>\n<li>To demonstrate full commitment to open and honest business practices in line with regulatory requirements.<\/li>\n<li>To make appropriate recommendations for service improvement.<\/li>\n<li>To undertake any other appropriate duties as may be required.<\/li>\n<li>To attend and complete relevant training.<\/li>\n<li>To co-operate with and take part in the business\u2019s appraisal process.<\/li>\n<li>To demonstrate support for the Firm\u2019s development and values.<\/li>\n<\/ul>\n<p><strong>Key Knowledge and Required skills:<\/strong><\/p>\n<ul>\n<li>Excellent administration skills and good attention to detail<\/li>\n<li>Excellent communication and organisational skills<\/li>\n<li>Excellent IT skills<\/li>\n<li>The ability to learn quickly and be a team player.<\/li>\n<li>The ability to learn how to use different software used across the company.<\/li>\n<li>You will be a good communicator, confident on the phone and the written word.<\/li>\n<li>Competent with diary management.<\/li>\n<li>You should be PC literate \u2013 you will require a thorough working knowledge of using MS Outlook\/Word and a basic level of MS Excel.<\/li>\n<\/ul>\n<ul>\n<li style=\"list-style-type: none\">This role may lead to the opportunity to develop as a Paraplanner or Private Client Adviser.<\/li>\n<\/ul>\n\n\t<\/div>\n\t<div class=\"wrapper\">\n\t<\/div>\n\t<div class=\"inner-wrapper before-bg-color\">\n\t<\/div>\n<\/div>\n","protected":false},"featured_media":0,"parent":0,"menu_order":0,"template":"","class_list":["post-16680","vacancy","type-vacancy","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Private Client Administrator - CTT Group<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ctt-group.co.uk\/vacancy\/private-client-administrator\/\" \/>\n<meta name=\"twitter:label1\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/ctt-group.co.uk\/vacancy\/private-client-administrator\/\",\"url\":\"https:\/\/ctt-group.co.uk\/vacancy\/private-client-administrator\/\",\"name\":\"Private Client Administrator - CTT Group\",\"isPartOf\":{\"@id\":\"https:\/\/ctt-group.co.uk\/#website\"},\"datePublished\":\"2024-05-07T12:08:40+00:00\",\"dateModified\":\"2025-03-05T12:54:17+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/ctt-group.co.uk\/vacancy\/private-client-administrator\/#breadcrumb\"},\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/ctt-group.co.uk\/vacancy\/private-client-administrator\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/ctt-group.co.uk\/vacancy\/private-client-administrator\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"CTT Group\",\"item\":\"https:\/\/ctt-group.co.uk\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Careers\",\"item\":\"https:\/\/ctt-group.co.uk\/vacancy\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Private Client Administrator\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/ctt-group.co.uk\/#website\",\"url\":\"https:\/\/ctt-group.co.uk\/\",\"name\":\"CTT Group\",\"description\":\"Problem Solvers. 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