Private Client Administrator

Chase de Vere Medical; Leeds; On-site; GBP 22,000 - 30,000; Full time

Benefits offered by this job

Annual bonus

25 days holiday

Birthday day off

Life assurance

Induction and training

Study leave

Flexible benefits

Cycle to work

Volunteering days

Employee assistance

Mortgage service

Diversity & inclusion

Company events

Job summary

Chase de Vere is seeking an organized administrative professional to support Independent Financial Advisers in a fast-paced environment in Leeds. You will handle day-to-day queries, prepare client meeting packs and update client records while ensuring FCA compliance and policies are followed.

The role involves managing back office tasks, booking meetings, loading data into the CRM, and maintaining strong working relationships across teams. A background in financial services is advantageous.

Qualifications

• Experience in a financial advisory firm.
• Experience with defined service standards and policies.
• Excellent written and verbal communication.
• Strong time management and organisational skills.
• Proficiency in Microsoft Office Suite (Word/Excel/PowerPoint).

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 review appointments and manage adviser diary.
• Maintain client files throughout the application stage.
• Process new business received via post or online.
• Load data into the CRM database.
• Update advisers and clients on progress of new business cases.
• Adhere to FCA regulations and internal policies.
• Develop and maintain relationships with colleagues across the business.

Skills

Communication

Time management

Attention to detail

MS Office

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

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.

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

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’s in it for you?

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.

• Opportunity to earn an annual bonus
• 25 days holiday, plus bank holidays
• A day off for your birthday
• Life assurance – 4 x 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
• Two paid volunteering days each year, to support your local community
• 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