Team Overview

Our Private Client team consists of around 35 team members and 4 partners – each with their own specialism. The core of the work focuses on providing clear and practical advice to high-net-worth individuals and their families in the UK and abroad. Assessing the opportunities available to our clients, by helping to structure their affairs to minimise their tax liability and preserve their property for future generations.

Role Overview

To provide daily, flexible, proactive administrative and secretarial/PA support to all members of the Private Client Team, thereby contributing to the efficiency of the team and services provided to clients.

What You'll Be Doing

• Assist the Senior Administration Manager and one other PA/Administrator to provide administrative support to the Private Client team.

• Be proactive in the team’s administration, taking on ad hoc projects as required and actively looking for areas to improve the support provided to the wider team by the administration team.

• Take on projects as required by the Senior Administration Manager and complete in a timely manner.

• Assist looking after the admin inbox, the central area for all admin jobs received from team.

• Provide cover in the absence of other administrators.

• Set up new clients in a timely manner and help collate the client identification and anti-money laundering documentation on our provided software.

• Draft letters of engagement for new clients.

• Draft letters and emails for review.

• Assist the Team with their administration requirements; produce documents from a variety of sources in the style and layout required by their authors or as required to comply with the firm’s standards.

• Ensure all documents produced are free from typographical errors and are grammatically correct.

• Allocate the post; scanning client documents if required.

• Assist the Senior Administration Manager in organising Partners’ or members of the team’s diaries, making appointments as appropriate including checking equipment if required.

• Ensure the Private Client Team telephone system is appropriately covered at all times, escalating to the Senior Administration Manager where necessary.

• Assist the other PA/Administrator to ensure the team's Tax Return E-Filing is executed promptly and correctly especially in time for the 31 January deadline.

• Assist with drafting fees (when requested) and zero bills for review.

• Respect and maintain the confidentiality of the processed material and ensure that any regulations concerning security or confidentiality (such as safeguarding passwords) are complied with.

What We're Looking For

• GCSEs (x5) including English at A - C grade, or equivalent

• Good use of English grammar

• Strong organisational skills; research and analysis skills

• Excellent interpersonal communication skills in order to liaise with people at all levels

• Intermediate MS Office including Excel, Word, PowerPoint and Outlook

What You'll Bring

• Strong organisational skills, analytical ability and excellent attention to detail.

• Ability to communicate clearly and succinctly, both verbally and in writing, with colleagues and clients at all levels.

• Confidence to work on your own initiative, manage priorities and follow tasks through to completion.

• Ability to build professional relationships, remaining approachable, flexible, discreet and diplomatic when supporting colleagues and clients.

• A proactive and adaptable approach.

Why Buzzacott?

We’re big enough to provide deep expertise across a wide range of specialisms, but small enough to value meaningful personal connections — with clients and colleagues alike. You’ll work alongside experienced professionals who will support your continued development, while you contribute to shaping the growth of both our team and our clients.

At Buzzacott, we’re committed to equal opportunities and ensuring all employment decisions are fair, objective, and based on merit.

To see more information about our Rewards & Benefits follow this link:

Rewards & Benefits

To find out more about the team, please click here.

To find out more about life at Buzzacott, please click here.

To hear from team members across the firm on their experience of life at Buzzacott, please click here.

We have a firmly embedded approach to flexi-time and support flexible working opportunities to help you manage your work-life balance.

If you are interested in this role, we encourage you to apply directly via the “Apply” button at the top of the page. When applying, please include your salary expectations and let us know what interests you about the role. Alternatively, if you would like to talk to a member of our HR Team about the vacancy before applying, contact us at recruitment@buzzacott.co.uk

Please note: Our HR Team review and respond to all applications.