IFA Private Client Support Specialist

Swiss Life; Leeds; On-site; GBP 22,000 - 27,000; Full time

Benefits offered by this job

25 days annual leave

Contributory pension scheme

Life assurance – 4 x annual salary

Funded exams and paid study leave

Employee volunteering days

Job summary

Chase de Vere is seeking an administrative professional to support Independent Financial Advisers within a national, award-winning financial advice firm. You will manage client records, prepare meeting packs, and handle day-to-day queries, all while ensuring FCA-compliant processes and data integrity.

The role focuses on providing back-office support, maintaining CRM data, and coordinating adviser schedules in a collaborative, growth-oriented environment with strong internal training and

Qualifications

• Experience in an administrative capacity within financial services.
• Proficiency with the Microsoft Office Suite (Word, Excel, PowerPoint).
• Experience handling administrative processes in regulated environments (FCA familiarity a plus).

Responsibilities

• Provide 1-1 support for Independent Financial Advisers.
• Respond to day-to-day technical and process queries from Advisers, Administrators and Clients.
• Prepare client meeting packs and update back-office systems.
• Book client reviews and manage advisers' diaries.
• Maintain client files during the application stage and process new business.

Skills

Administrative experience

Microsoft Office

CRM systems

Tools

CRM software

Job description

Chase de Vere is seeking an administrative professional to support Independent Financial Advisers within a national, award-winning financial advice firm. You will manage client records, prepare meeting packs, and handle day-to-day queries, all while ensuring FCA-compliant processes and data integrity.

The role focuses on providing back-office support, maintaining CRM data, and coordinating adviser schedules in a collaborative, growth-oriented environment with strong internal training and