Private Client Administrator

Chase de Vere Independent Financial Advisers Limited; City Of London; Vor Ort; GBP 27.000 - 36.000; Vollzeit

Benefits dieser Stelle

25 days annual leave

Contributory pension scheme

Life assurance – 4 x annual salary

Comprehensive induction and training

Funded exams and paid study leave

Flexible benefits to suit individual需求

Extra holiday days option

Cycle to work Scheme

Paid volunteering days

Employee Assistance Programme 24/7 hel

Access to free mortgage service

Employee Forum and Diversity & Inclu­s

Charity events

Zusammenfassung

Chase de Vere is a national, award-winning independent financial advice firm seeking a Private Client Support Administrator. The successful candidate will provide 1-1 support for Independent Financial Advisers, respond to queries, prepare client meeting packs, and maintain client files throughout the application process.

The role involves processing new business, updating data on the CRM, booking reviews, and ensuring FCA compliance while cultivating strong internal relationships.

Qualifikationen

• 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).

Aufgaben

• 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 onto 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.

Kenntnisse

Administrative experience

Financial services experience

Organizational skills

Tools

Microsoft Office

Jobbeschreibung

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.

Private Client Support Administrator

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 onto 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