The Value of Active Minds About CCLA CCLA is a specialist investment manager with a long and distinctive heritage in responsible investment. We manage investments for charities, religious organisations and the public sector, helping our clients achieve their financial objectives while using the power of investment to drive positive change. In February 2026, CCLA became part of Jupiter Asset Management, bringing together two active investment managers with a shared focus on delivering strong outcomes for clients. CCLA retains its distinctive brand, investment philosophy, client service model and mission-driven approach, while benefiting from the broader investment capabilities, resources and infrastructure of the Jupiter Group. Our people are central to our success. We want to attract, develop and retain talented people who share our commitment to clients and our belief in responsible investment. We value different perspectives and are committed to creating an inclusive environment where people can contribute, develop and do meaningful work. CCLA is based in Victoria, London. We operate a hybrid working model, with colleagues typically spending three days each week in the office and up to two days working remotely. This gives our people flexibility while maintaining the collaboration, connection and shared sense of purpose that come from working together in person.
Background
The Client Services Administrator (AML) plays a key role within the Client Services function, supporting the firm’s regulatory and operational obligations relating to Anti-Money Laundering (AML), Customer Due Diligence (CDD), and client administration activities. The role contributes to the delivery of a high-quality client experience by ensuring that client onboarding, ongoing monitoring, and remediation activities are completed accurately, efficiently, and in accordance with regulatory requirements and internal policies. Reporting to the Client Services Manager, the successful candidate will work closely with Compliance, Client Services, our outsourced Transfer Agency team, and external clients to maintain robust AML controls and support the firm’s commitment to excellent client service. This role provides an opportunity to develop specialist knowledge in financial crime prevention, regulatory compliance, and client servicing within a regulated investment management environment. We have 3 x 12 month fixed term contracts available currently.
Key Responsibilities
- Anti-Money Laundering & Customer Due Diligence
- Conduct AML and Customer Due Diligence reviews in accordance with internal policies, procedures, and regulatory requirements.
- Liaise directly with clients to obtain information and documentation required to complete AML risk assessments and ongoing due diligence reviews for our High, Medium and Low Risk clients.
- Perform remediation activities, including contacting clients to obtain outstanding information and resolve data gaps.
- Complete PEP (Politically Exposed Person), RCA (Relative or Close Associate), SIP and SIE risk assessments, escalating cases to compliance for review and approval where required.
- Review screening alerts and results generated through screening systems and third-party providers, documenting rationale and escalating concerns appropriately.
- Maintain accurate AML records and audit trails to evidence checks completed and decisions taken.
- Support the monitoring and maintenance of AML risk assessment registers, spreadsheets, and client records.
- Produce and provide management information relating to screening alerts and AML activity on a regular basis.
- Escalate unusual, suspicious, or non-compliant matters to Compliance in accordance with established procedures.
- Client Service & Administration
- Deliver a high standard of service to clients, prospective clients, and internal stakeholders.
- Respond to client telephone and written enquiries in a professional, timely, and effective manner.
- Review and issue standard and non-standard client communications, ensuring accuracy and appropriateness.
- Manage correspondence, including maintaining diaries and following up on outstanding responses.
- Maintain effective working relationships with operational and transfer agency teams to support client servicing activities.
- Ensure client records and documentation are maintained accurately and in line with regulatory requirements.
- Operational Support
- Support departmental projects and initiatives as required.
- Contribute to the continuous improvement of operational processes and client service standards.
- Maintain up-to-date knowledge of relevant regulatory requirements, company products, and internal systems.
Desired Skills / Experience
Essential
- Experience in an AML, KYC, Customer Due Diligence, Client Services, or Operations role within financial services.
- Experience conducting PEP, RCA, customer risk assessments, and remediation activities.
- Familiarity with electronic screening and verification systems.
- Working knowledge of Anti-Money Laundering regulations and financial crime prevention requirements.
- Understanding of FCA regulatory requirements and expectations.
- Strong attention to detail and ability to maintain accurate records.
- Excellent written and verbal communication skills.
- Ability to manage multiple tasks and deadlines in a fast-paced environment.
- Strong organisational and administrative skills.
- Ability to work collaboratively with internal stakeholders and external clients.
- Competent user of Microsoft Office applications, particularly Excel and Outlook.
Desirable
- Knowledge of investment management, asset management, or wealth management.
- Knowledge of charity, trustee, or institutional investor sectors.
- Awareness of the characteristics of major asset classes and their suitability for different investor types.
- Experience working with management information and regulatory reporting.
Additional Role Details
Good investment management rests largely on the ability and commitment of good people. We take pride in creating a diverse, equitable and inclusive environment where everyone is welcome and their contributions are valued. We are keen to hire, train and retain people of the highest quality who share our values and passion. We are committed to being an inclusive employer regardless of race, religion, gender identity, sexual orientation, national origin, age, socioeconomic status, medical condition or disability, or any other protected status. When you love your work and the people you work with, amazing things can happen. Join a responsible house From the moment staff are inducted into the organisation, an enormous effort is made to ensure they feel valued, safe, involved in the day-to-day running and development of the business, and know that they will be treated fairly. Our staff turnover is low, so recruitment opportunities are infrequent. Thank you for your interest in career opportunities at CCLA. CCLA Investment Management Limited is part of the Jupiter Group. Image courtesy of Koestler Arts
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