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Client Data Assurance Administrator - 12-month FTC

Leeds

James Hambro & Partners is an independently owned wealth management group established in 2010 by Jamie Hambro and seasoned industry experts.

The Hambro name has been closely associated with the investment world for more than 200 years. The founding of James Hambro & Partners (JH&P) in 2010 marked its return to an independently owned partnership. Led by Chairman James Hambro, we created a modern business founded on traditional values and the guiding principles of trust, integrity and service. In 2012, responding to the opportunities and challenges of RDR, we merged with Calkin Pattinson, a well-established and like-minded family-run financial advisory company, now renamed James Hambro & Company. We believe that the merged James Hambro businesses form a compelling offering, bringing together expert portfolio management and financial planning within a single focused enterprise. We look after the needs of individual private clients and their families, financial advisers, trusts, charities and not-for-profit organisations. Our business has been built on personal service, clear communication and strong investment performance. James Hambro & Partners currently has over £8 billion of assets under management. Our head office is in Pall Mall London. We opened an office in Leeds in January 2020, an office in Edinburgh in February 2021 and an office in Bristol in May 2023.

Role:

Client Data Assurance Administrator (12-month fixed-term contract)

Location:

Leeds

Department:

Client and Front Office Operations  

Reporting to:

Head of Client Data Assurance

Summary:

JH&P office is seeking a Client Data Assurance Administrator to join our Leeds team on a 12-month fixed term contract. This pivotal role will support all aspects of client administration, ensuring full compliance with regulatory standards while maintaining high levels of accuracy and operational efficiency. The Client Data Assurance Administrator will work closely with the Client and Front Office Operations Team, Compliance, Paraplanning, Operations and Accounts to facilitate seamless workflow and communication. The successful candidate will demonstrate strong administration and organisational skills as well as an eagerness to take on additional responsibilities and proactively support the team.  

Responsibilities:

  • Work with the team to deliver comprehensive client administration tasks.
  • Ensure all activities comply with the Anti-Money Laundering Act and FSMA 2000.
  • Execute scheduled ad hoc tasks as allocated, in accordance with the firm’s documented procedures including:
    • Client record creation, maintenance, management and storage
    • Client data input
    • Account opening processing
    • Change request processing
    • Review and approval of payment requests
  • Utilise XPlan to manage workflow and task tracking.
  • Contribute to the development and implementation of best practice procedures.
  • Provide cover for team members during absences.
  • Support with ad hoc project work.
  • Liaise with internal departments, including Compliance, Paraplanning, Operations and Accounts.
  • Maintain up-to-date knowledge of firm procedures and adhere to internal policies.
 

Qualifications and Experience:

Education:
A Levels (or equivalent)
Qualification:
None required
Experience:
1+ years’ administration experience  

Skills:

  • Excellent communication skills, skills (verbal and written).
  • Proficiency in MS Office (Outlook, Excel, Word, PowerPoint).
  • Organised, detail orientated, integrity, reliability and discretion with strong work ethic.
  • Exceptional attention to detail and a commitment to accuracy.

Apply now