Private Client Support Administrator (Finance)

Swiss Life; City of Edinburgh; On-site; GBP 24,000 - 32,000; Full time

Benefits offered by this job

25 days annual leave

Pension scheme

Life assurance – 4 x annual salary

Induction and training programme

Exams funded & paid study leave

Flexible benefits options

Job summary

Chase de Vere is seeking a Private Client Support Administrator to join our team in the UK. The successful candidate will provide 1-1 support for Independent Financial Advisers, handle day-to-day technical queries, prepare client meeting packs, and maintain back-office systems with strict FCA compliance.

You will load data into CRM, manage adviser diaries, and ensure smooth processing of new business while upholding service standards and collaborative cross-team relationships across the business.

Qualifications

• Previous administrative experience in financial services (IFA setting preferred).
• Experience working within defined service standards, policies and procedures.
• Proficient with the 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 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

Skills

Administrative experience in financial

Service standards & procedures

MS Office proficiency

Job description

Chase de Vere is seeking a Private Client Support Administrator to join our team in the UK. The successful candidate will provide 1-1 support for Independent Financial Advisers, handle day-to-day technical queries, prepare client meeting packs, and maintain back-office systems with strict FCA compliance.

You will load data into CRM, manage adviser diaries, and ensure smooth processing of new business while upholding service standards and collaborative cross-team relationships across the business.