IFA Private Client Support Specialist

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 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.