Client Operations Administrator- (9 Months FTC)

About this role

Since 2004, we’ve been bringing investment ideas to life and connecting capital with the right people and opportunities. Today, we manage more than £2.5 billion for a broad range of investors across five key investment strategies: Private Credit, Social Housing, Clean Heat, Energy and Venture. These strategies underpin the innovative range of investments we offer to both private (retail) and institutional clients. There are 230+ employees at Triple Point, all committed to leaving the world demonstrably better than we found it.

That’s why we’re a certified B Corp, signed up to the Principles for Responsible Investment, and were named a Sunday Times 'Best Place to Work 2025 & 2026' . I f this sounds like an environment where you would flourish, then read on… The Function & Team Our Client Operations Team sits at the heart of Triple Point’s investor journey ensuring every client investing in our products enjoys a seamless, transparent and high-quality experience.

Our Investor Operations team sits at the heart of Triple Point’s investor journey, managing new investor applications, KYC/AML checks and ongoing account administration across our core product range, working closely with advisers, platforms and internal teams to keep every step accurate and on time. It’s a team that combines strong process discipline with genuine care for client outcomes, in an environment where the investor’s journey really matters.

The Client Operations Executive is a hands-on role within the Investor Operations team, taking ownership of investor onboarding, KYC/AML checks and account administration that keeps investor records and applications running accurately and on time. This is a role for someone who takes ownership of the detail, gets things done, and isn’t afraid to question whether there’s a better way of doing it. The role suits someone with a naturally high level of attention to detail, who is comfortable working with data and numbers, and who is keen to build a career in financial services operations.

Key Responsibilities Investor Onboarding & Application Processing Application Processing : Process new investor applications across Triple Point’s core product range through the CRM system, from AML checks through to investor and adviser correspondence. Account Documentation : Add related documentation to Salesforce, keeping investor records accurate and complete. Reconciling Client Money against investor applications.