Private Client Administrator: Financial Services & CRM Support

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 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.