Private Client Support Administrator | Career Growth

Swiss Life; Greater London; Sur place; GBP 26 000 - 34 000; Plein temps

Avantages offerts par ce poste

Annual leave 25 days

Pension scheme

Life assurance 4x salary

Induction program

Exam sponsorship

Flexible benefits

Extra holiday days

Cycle to work

Volunteer days

Employee Assistance Programme

Mortgage service access

Employee Forum

Diversity & Inclusion

Charity events

Résumé du poste

Chase de Vere is recruiting a Private Client Support Administrator to join our team in Greater London. You’ll provide 1-1 support for Independent Financial Advisers, manage client files, and handle day-to-day queries, ensuring smooth processes across back-office systems.

We value integrity, excellence and professional growth, offering a competitive salary, annual bonus potential and a comprehensive benefits package including generous annual leave and a pension plan.

Qualifications

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

Responsabilités

• 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 back-office systems.
• Booking client review appointments and managing the IFA’s diary.
• Maintaining client files throughout the application stage.
• Processing new business received via post or online.
• Loading data onto the CRM database.
• Updating advisers and clients on progress of new business cases; adhering to FCA regulations and internal policies.
• Developing and maintaining strong working relationships with colleagues across the business.

Connaissances

Admin experience

Policy compliance

MS Office

Outils

CRM database

Description du poste

Chase de Vere is recruiting a Private Client Support Administrator to join our team in Greater London. You’ll provide 1-1 support for Independent Financial Advisers, manage client files, and handle day-to-day queries, ensuring smooth processes across back-office systems.

We value integrity, excellence and professional growth, offering a competitive salary, annual bonus potential and a comprehensive benefits package including generous annual leave and a pension plan.