IFA Private Client Support Specialist

Chase de Vere; Leeds; On-site; GBP 24,000 - 30,000; Full time

Benefits offered by this job

25 days holiday + holidays scheme

Birthday day off

Flexible Benefits Scheme

Pension scheme

Death in Service – 4 x salary

Training and professional support

Career progression opportunities

Employee recognition initiatives

Annual conference

Job summary

Chase De Vere is recruiting a Private Client Support Administrator to join our Leeds team. The role focuses on providing 1-1 support for Independent Financial Advisers and handling day-to-day queries within a financial services environment.

The successful candidate will manage client files, update back-office systems, and coordinate client reviews while ensuring FCA compliance and solid cross-team collaboration.

Qualifications

• Experience in administrative roles within financial services.
• Familiarity with service standards, policies and procedures.
• Proficient use of Microsoft Word, Excel and 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 IFA’s diary.
• Maintain client files throughout 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 new business cases.
• Adhere to FCA regulations and internal policies.
• Develop and maintain strong working relationships across the business.

Skills

Financial services experience

Administrative experience

Tools

MS Office

Job description

Chase De Vere is recruiting a Private Client Support Administrator to join our Leeds team. The role focuses on providing 1-1 support for Independent Financial Advisers and handling day-to-day queries within a financial services environment.

The successful candidate will manage client files, update back-office systems, and coordinate client reviews while ensuring FCA compliance and solid cross-team collaboration.