Client Leaving Administrator (Financial Services Operations)

Location: London, United Kingdom; hybrid working with a minimum of three days per week in the office after training. During the initial training period, attendance is required five days per week.

Company

A UK wealth management firm providing discretionary investment management and financial advice to private clients, charities, trustees, and professional partners.

What you will do

• Monitor and manage client leaver and account closure workflows.
• Review and authorise outgoing client payments in line with procedures and authority levels.
• Coordinate with Investment Managers, Front Office, and Operations teams to complete client departures on time.
• Investigate and resolve issues delaying the release of client assets or cash, escalating risks, exceptions, and aged items.
• Update client records accurately and maintain regulatory and internal controls.
• Support workflow monitoring, management information, process improvement, automation, standardisation, and cross-training across Custody & Nominees.

Requirements

• 2–3 years of experience in a Financial Services Operations role.
• Strong organisational skills, attention to detail, and problem-solving and investigative abilities.
• Ability to build effective relationships with stakeholders and communicate clearly in writing and verbally.
• Proactive, collaborative approach and ability to work accurately in a controlled environment.
• Comfort using digital, automation, and AI-enabled tools while maintaining accuracy, regulatory compliance, data protection, and information security.
• Ability to attend the London office five days per week during training and at least three days per week thereafter.

Culture & Benefits

• Permanent employment within the Custody & Nominees department.
• Hybrid working after completion of the initial training period.
• 26 days of holiday, equivalent to 182 hours.
• Non-contributory pension scheme, private medical insurance, life assurance, and income protection.
• Employee incentive scheme and flexible benefits for UK employees.
• Inclusive culture focused on integrity, curiosity, challenge, collaboration, and continuous improvement.