IFA Administrator

Chase de Vere; City of Edinburgh; On-site; GBP 22,000 - 28,000; Full time

Benefits offered by this job

Holiday entitlement

Birthday leave

Pension scheme

Training support

EAP

Job summary

Chase De Vere in Edinburgh is seeking a Private Client Support Administrator to join our team. The role involves providing 1-1 support for Independent Financial Advisers, handling day-to-day queries, and maintaining client files throughout the application process.

You will record and update back office systems, load data onto the CRM, manage advisers' diaries, and ensure compliance with FCA regulations and internal policies while delivering excellent service to clients and colleagues alike.

Qualifications

• Experience in an administrative role within financial services.
• Familiar with FCA regulations and internal policies.
• Proficient in Microsoft Word, Excel and PowerPoint.

Responsibilities

• Provide 1-1 support for Independent Financial Advisers.
• Respond to routine technical and process queries.
• Record and update back-office systems.
• Book client review appointments and manage advisers' diaries.

Skills

Administrative experience

MS Office

Financial services

Tools

CRM database

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