Private Client Administrator

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 is a national, award-winning independent financial advice firm established in 1969. We offer tailored, whole-of-market solutions and provide expert financial advice to individuals and businesses.
Our purpose is to help clients "be future confident," which also means empowering our employees with the tools, support, and opportunities to thrive in their careers.
At Chase de Vere, we value excellence, integrity, and personal growth. Joining our team means being part of a supportive environment where your professional development is prioritised, and your contributions are recognised. If you’re looking for a place where you can make a real impact and grow your career, consider Chase de Vere. Together, we help clients achieve financial security and peace of mind for the future.

Chase De Vere are known as experts in our field and we pride ourselves on the reputation we have built over the past 55 years of business. We know we can’t achieve the results we do without the right people.

We are currently looking to recruit a Private Client Support Administrator to join our team.

The successful candidate will:

• Have previous experience of working in an administrative capacity in financial services, ideally an IFA setting.
• Have experience working within defined service standards, policies and procedures
• Be confident using all programmes within the Microsoft Office Suite (Word/ Excel/ PowerPoint)

The role will involve:

• Providing 1-1 support for Independent Financial Advisers
• Responding to day to day technical and process queries from Advisers, Administrators and Clients
• Preparing client meeting packs
• Recording and updating the back office systems
• Booking client review appointments and managing IFA’s diary
• Maintaining client files throughout the application stage
• Processing new business received via post or online
• Loading relevant data on to the CRM database
• Updating IFA’s & Clients’ on the progress of their new business cases
• Adhering to FCA regulations and internal policy and procedure
• Developing and maintaining strong working relationships with colleagues across the business

In return we offer a fantastic office environment, a great team of people to work alongside and a reputation that we believe speaks for itself.

By joining Chase de Vere, you’ll have a progressive career with great benefits and a nurturing culture that makes you part of something special.
Alongside a competitive salary with the opportunity to earn an annual bonus, we also provide the below benefits:

• 25 days annual leave (increases to 30 days with service) plus Bank Holidays
• Contributory pension scheme
• Life assurance – 4 x annual salary
• Comprehensive induction and training programme
• Funded exams and paid study leave
• A wide range of voluntary flexible benefits to suit your individual needs
• The option to buy additional holiday days
• Cycle to work Scheme
• Paid volunteering days each year
• Employee Assistance Programme with access to a 24/7 helpline
• Access to our free mortgage service, through our internal mortgage team
• Our Employee Forum and Diversity & Inclusion group
• Local and companywide events in support of our company charities