Private Client Admin: Financial Advisory Support Pro

Chase de Vere Medical; Manchester; On-site; GBP 21,000 - 30,000; Full time

Benefits offered by this job

Annual bonus

25 days holiday + bank holidays

Birthday day off

Life assurance 4 x salary

Induction and training programme

Funded exams and paid study leave

Cycle to work scheme

Volunteer days

Job summary

Chase de Vere are seeking an organised administrator to support Independent Financial Advisers in a busy financial advisory firm. The role involves handling day-to-day queries, preparing client meeting packs and maintaining accurate client files throughout the application process.

You will record data in back-office systems, load information onto the CRM, book reviews and manage the IFA's diary while ensuring timely progression of new business cases.

Qualifications

• Experience in a financial advisory firm.
• Experience with defined service standards, policies and procedures.
• Strong email and phone communication skills.
• Good time management and organisational skills.
• Ability to prioritise workload and deliver under pressure.
• Proficiency with Microsoft Office Suite.

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.
• Record and update back office systems.
• Book client reviews and manage advisers' diary.
• Maintain client files through the application stage.
• Process new business received by post or online.
• Load relevant data onto the CRM database.
• Update advisers' and clients' on the progress of new business cases.
• Adhere to FCA regulations and internal policy and procedure.
• Develop and maintain strong working relationships with colleagues.

Skills

Communication skills

Time management

Attention to detail

Microsoft Office

Tools

CRM database

Microsoft Office Suite

Job description

Chase de Vere are seeking an organised administrator to support Independent Financial Advisers in a busy financial advisory firm. The role involves handling day-to-day queries, preparing client meeting packs and maintaining accurate client files throughout the application process.

You will record data in back-office systems, load information onto the CRM, book reviews and manage the IFA's diary while ensuring timely progression of new business cases.