Private Client Administrator

Private Client Administrator

Leighton Buzzard


This is a great opportunity for someone looking for a career in Administration. Working for a large head office this role offers excellent training, mentoring and development. The department is friendly and offers a nice team environment. The role involves no sales.





To ensure that customers receive the relevant Terms & Conditions paperwork and survey / valuation report on behalf of the Surveyor within a timely manner in accordance with department / client service levels in order to maintain good customer service.  Provide general administration support to the department and Surveyors.   




-         Prepare Terms & Conditions and collate all associated documents to be sent to customers by post / email and ensure these are sent within the specified timeframe

-         Input new instructions onto the system when required

-         Correctly log where T&C are sent / received and reports sent on the system

-         Contact customers within the specified timeframes to ensure safe receipt of T&C and follow up where signed T&C have not been received.

-         Archive all signed T&C received and manually entered instructions

-         Prepare survey reports to be sent to customers by email / post and ensure these are sent within service levels.

-         Contact Surveyors to check progress on completion of survey reports and follow up to ensure these are completed within Service Level Agreements.  Escalate cases when necessary.

-         Regularly check and maintain the team group mailbox and refer queries to the other teams in the department as appropriate.

-         Ensure all incoming post for the department is distributed accordingly and collate / frank outgoing mail ready for the postal collection.

-         Ensure the system is updated immediately with all communication and relevant parties kept informed.

-         Regularly check and maintain the printers and fax machines for the department

-         Maintain an awareness of and ensure familiarity with and adherence to Department / Company policies at all times including Treating Customers Fairly and have a keen awareness of Data Protection, information security, and Money Laundering / Suspicious Activity Reporting.

-         Provide support to the Deputy Team Leader / Team Leader and other members of the team and department

-         Answer team telephone calls and queries on private client cases not yet complete

-         Perform other duties as assigned







-         Good standard of education to include GCSE English and Maths Grade C or above although degree level is preferred





-         Experience of working in an admin role

-         Have experience of working with MS Office applications, in particular Word and Outlook and company database software (training given for the latter).

-         Have some knowledge of home purchasing products and services although training will be given.




-         Have a positive ‘can do’ attitude

-         Be highly motivated and able to work well as an individual and as part of a team

-         Have excellent communication skills, both verbal and written

-         Have proven customer service experience

-         Be highly organised and able to work to deadlines in a calm and professional manner

-         Be accurate and have a good attention to detail

-         Demonstrate good time keeping and attendance

-         Be flexible and able to adapt in order to meet the changing needs of our clients, the department and the company.

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