Private Client Admin | IFA Support & Growth

Swiss Life Group; City of Edinburgh; On-site; GBP 26,000 - 36,000; Full time

Benefits offered by this job

25 days annual leave

Contributory pension scheme

Life assurance – 4 x annual salary

Comprehensive induction and training

Funded exams and paid study leave

Employee benefits and flexible options

Job summary

Chase de Vere in Edinburgh is seeking a Private Client Support Administrator to join our team.

You will provide 1-1 support for Independent Financial Advisers, handle day-to-day queries, prepare client meeting packs and maintain client files to ensure accurate, timely service.

The role offers an excellent office environment, career development opportunities, and a benefits package including generous annual leave, pension, life assurance, training support, and flexible benefits.

Qualifications

• Experience working in an administrative capacity in financial services (IFA setting preferred).
• Comfortable operating within defined service standards, policies and procedures.
• Proficient in Microsoft Word, Excel, PowerPoint and related Office tools.

Responsibilities

• Provide one-to-one support for Independent Financial Advisers.
• Respond to day-to-day technical and process queries from Advisers, Administrators and Clients.
• Prepare client meeting packs and maintain back-office records and CRM data.

Skills

Administrative experience

MS Office proficiency

Tools

Microsoft Office Suite

Job description

Chase de Vere in Edinburgh is seeking a Private Client Support Administrator to join our team.

You will provide 1-1 support for Independent Financial Advisers, handle day-to-day queries, prepare client meeting packs and maintain client files to ensure accurate, timely service.

The role offers an excellent office environment, career development opportunities, and a benefits package including generous annual leave, pension, life assurance, training support, and flexible benefits.