Private Client Services Specialist

Swiss Life; Bath; On-site; GBP 26,000 - 34,000; 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

Cycle to work Scheme

Paid volunteering days

Employee Assistance Programme with 24/

Access to free mortgage service

Job summary

Chase de Vere is recruiting a Private Client Administrator to provide dedicated support to Independent Financial Advisers and clients. The role focuses on processing new business, maintaining back office records and coordinating client meetings within FCA guidelines.

You will work across the Microsoft Office suite, manage diaries, and ensure accurate data input into the CRM. A proactive, organised mindset and attention to detail are essential for success in this busy, professional environment.

Qualifications

• Experience in financial services in an IFA setting.
• Experience working within defined service standards, policies and procedures.
• Proficient in Microsoft Office Suite (Word/Excel/PowerPoint).

Responsibilities

• 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.

Skills

Administrative experience

Microsoft Office Suite

Tools

CRM database

Job description

Chase de Vere is recruiting a Private Client Administrator to provide dedicated support to Independent Financial Advisers and clients. The role focuses on processing new business, maintaining back office records and coordinating client meetings within FCA guidelines.

You will work across the Microsoft Office suite, manage diaries, and ensure accurate data input into the CRM. A proactive, organised mindset and attention to detail are essential for success in this busy, professional environment.