Senior Administrator, PW & FO

Discover the Role

We are looking for a Senior Administrator to join our dynamic Private Wealth & Family Office team, delivering exceptional service to high-net-worth individuals and families. In this role, you will support the Line Manager in overseeing the team, act as the first point of contact for junior staff, and ensure seamless client service delivery. You will play a key role in managing client relationships, supervising team members, and executing a variety of banking, investment, and financial transactions within your authority.

Key Responsibilities

• Undertake banking, investment, and financial transactions within defined authority.
• Attend client meetings, prepare clear and concise meeting notes, and take ownership of client work.
• Develop client and intermediary relationships.
• Assist the Line Manager with team management.
• Act as a mentor and first point of contact for junior staff.
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