IFA Administrator

Chase de Vere; Cardiff; On-site; GBP 25,000 - 30,000; Full time

Benefits offered by this job

25 days holiday + bank holidays

Birthday day off

Flexible Benefits Scheme

Contributory Pension Scheme

Death in Service - 4 x basic salary

Training and qualification support

Career progression opportunities

Employee recognition initiatives

Annual conference

Employee Assistance Programme

Job summary

Chase De Vere is seeking a Private Client Support Administrator to join our team in Cardiff. The role involves supporting Independent Financial Advisers with day-to-day administrative tasks and ensuring adherence to service standards and policies.

You will handle client files, book reviews, update CRM data, and respond to technical queries while maintaining FCA compliance and contributing to a collaborative office environment.

Qualifications

• Previous administrative experience in financial services.
• Familiarity with defined service standards and internal policies.
• Proficient in Microsoft Office applications (Word, Excel, PowerPoint).

Responsibilities

• Provide 1-1 support for Independent Financial Advisers.
• Respond to day-to-day technical and process queries from Advisers, Administrators and Clients.
• Record and update back office systems.
• Book client review appointments and manage IC's diary.
• Maintain client files during the application stage.
• Process new business received via post or online.
• Load relevant data onto the CRM database.
• Update IFA's & Clients' on the progress of their new business cases.
• Adhere to FCA regulations and internal policy and procedure.
• Develop and maintain strong working relationships with colleagues across the business.

Skills

Administrative experience in financial

Policy and procedure knowledge

Tools

Microsoft Office Suite

Job description

Chase De Vere are known as experts in our field and we pride ourselves on the reputation we have built over the past 55 years of business. We know we can’t achieve the results we do without the right people.

We are currently looking to recruit a Private Client Support Administrator to join our team.

The successful candidate will:

• Have previous experience of working in an administrative capacity in financial services experience
• Have experience working within defined service standards, policies and procedures
• Be confident using all programmes within the Microsoft Office Suite (Word/ Excel/ PowerPoint)

The role will involve:

• Providing 1-1 support for Independent Financial Advisers
• Responding to day to day technical and process queries from Advisers, Administrators and Clients
• Recording and updating the back office systems
• Booking client review appointments and managing IFA's diary
• Maintaining client files throughout the application stage
• Processing new business received via post or online
• Loading relevant data on to the CRM database
• Updating IFA's & Clients' on the progress of their new business cases
• Adhering to FCA regulations and internal policy and procedure
• Developing and maintaining strong working relationships with colleagues across the business

In return we offer a fantastic office environment, a great team of people to work alongside and a reputation that we believe speaks for itself.

As importantly we offer the following:

• Basic holiday entitlement of 25 days plus bank holidays (this increases with service and you can also buy extra days in our holiday purchase scheme)
• An extra day off on your birthday
• Participation in the Company's Flexible Benefits Scheme
• Contributory Pension Scheme
• Death in Service - 4 x basic salary
• Training and professional qualification support
• Opportunities for career progression - we strive to reward your loyalty with professional development
• Rewards and Initiatives - we love our Employee of the Quarter Scheme and our board members are always looking for ways to reward and recognise how hard our teams work
• Our annual conference is the event of the year
• Employee Assistance Programme - offering support to colleagues via telephone and online