Private Client Administrator

Swiss Life; City of Edinburgh; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading financial advisory firm in Edinburgh is seeking a Private Client Administrator. This role involves providing comprehensive support to financial advisers and managing client relationships. The ideal candidate will have experience in a financial advisory setting, strong communication skills, and proficiency in Microsoft Office. The firm offers a competitive salary, annual leave, and various employee benefits.

Benefits

25 days annual leave

Contributory pension scheme

Life assurance

Comprehensive induction and training

Paid volunteering days

Qualifications

• Experience of working within a financial advisory firm.
• Comfortable with defined service standards, policies, and procedures.
• Excellent attention to detail and ability to work under pressure.

Responsibilities

• Providing 1-1 support for Independent Financial Advisers.
• Responding to day-to-day technical and process queries.
• Maintaining client files and processing new business.

Skills

Communication skills

Time management

Organizational skills

Attention to detail

Education

Experience in financial advisory

Tools

Microsoft Office Suite

Job description

Private Client Administrator page is loaded

Private Client Administrator

Apply locations United Kingdom - Edinburgh time type Full time posted on Posted Yesterday job requisition id R10970

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.

WHAT YOU WILL NEED

• Experience of working within a financial advisory firm. It shows you have an understanding of our business and that you are comfortable working in this demanding yet rewarding industry.
• Experience working within defined service standards, policies and procedures
• Good communication skills, via email and phone, are an essential quality that we would look for when recruiting administrative professionals. From correspondence with product providers to dealing with requests from advisers and clients, confident communication skills are paramount.
• Good time management and organisational skills are vitally important. You will be supporting a busy adviser and managing a variety of tasks and deadlines at any one time, so the ability to prioritise your workload and deliver under pressure is critical.
• The ability to work in a fast-paced environment whilst maintaining excellent attention to detail.
• Be confident using all programmes within the Microsoft Office Suite (Word/ Excel/ PowerPoint)

WHAT YOUR 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

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

About us

Are you looking for a career in a dynamic and international environment?
Within the International divison of Swiss Life, we are looking for self-determined individuals ready to unleash their talent and shape their career.
We have offices in ten countries under four brands. Check out below to discover more about them!

With its two business lines, Swiss Life Global Solutions offers a broad range of tailored cross-border life insurance solutions to wealthy individuals (Global Private Wealth Solutions) and to international companies (Global Employee Benefits Solutions). Swiss Life Global Solutions operates in Luxembourg, Liechtenstein, Zurich and Singapore.

elipsLife is an insurance company for institutional clients (B2B business). We focus on insurance products that cover the financial consequences of illness and accidents. At the forefront of our activities are occupational and private pension provision for death and disability risks. Our clients are companies, collective foundations, pension funds and associations. We are present in Italy, Liechtenstein, the Netherlands and Switzerland.

With offices across the UK and more than 200 professional advisers, Chase de Vere is one of the country's leading independant financial advisers. It covers a wide range of services, including pensions, estate planning, care funding and wealth management, as well as business protection, employee benefits and workplace financial education.

Swiss Life Select is specialised in financial planning for private households and the brokerage of financial products. In Austria , Czech Republic and Slovakia , Swiss Life Select accompanies its clients in all situations and supports them in leading a self-determined life.