Trainee Client Administrator

Duties include:
Liaise with clients and intermediaries by telephone, writing and face to face
Conduct annual and interim file reviews to meet with regulatory requirements
Compile working papers for the preparation of financial accounts
Assist in client billing and undertaking fee reviews
Conduct annual and investment reviews
Work individually and as part of a team assisting colleagues during busy periods and with any project work
VAT - assisting with the registration, de-registration and filing of monthly/quarterly returns
Checking portfolio debtors and ensuring they are paid on time
Preparation of banking applications, letters, e-mails and payment vouchers
Complete time recording on a daily basis
Any other ad-hoc duties as requested by your line manager from time to time

You must have 2 years previous administration skills within the finance industry. Full training in house and external as well as the opportunity to study for the CSP professional qualification is offered.





  • Start Date: TBA
  • Location: South of the Island
  • Sector: TSP / CSP
  • Job Type: Permanent
  • Hours: Full Time
  • Salary: £ TBA
  • Reference: 00021005

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