Private Client Support Administrator (Financial Services)

Chase de Vere; Cardiff; On-site; GBP 25,000 - 30,000; Full time

Benefits offered by this job

25 days holiday + bank holidays

Birthday day off

Flexible Benefits Scheme

Contributory Pension Scheme

Death in Service - 4 x basic salary

Training and qualification support

Career progression opportunities

Employee recognition initiatives

Annual conference

Employee Assistance Programme

Job summary

Chase De Vere is seeking a Private Client Support Administrator to join our team in Cardiff. The role involves supporting Independent Financial Advisers with day-to-day administrative tasks and ensuring adherence to service standards and policies.

You will handle client files, book reviews, update CRM data, and respond to technical queries while maintaining FCA compliance and contributing to a collaborative office environment.

Qualifications

• Previous administrative experience in financial services.
• Familiarity with defined service standards and internal policies.
• Proficient in Microsoft Office applications (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.
• Record and update back office systems.
• Book client review appointments and manage IC's diary.
• Maintain client files during the application stage.
• Process new business received via post or online.
• Load relevant data onto the CRM database.
• Update IFA's & Clients' on the progress of their new business cases.
• Adhere to FCA regulations and internal policy and procedure.
• Develop and maintain strong working relationships with colleagues across the business.

Skills

Administrative experience in financial

Policy and procedure knowledge

Tools

Microsoft Office Suite

Job description

Chase De Vere is seeking a Private Client Support Administrator to join our team in Cardiff. The role involves supporting Independent Financial Advisers with day-to-day administrative tasks and ensuring adherence to service standards and policies.

You will handle client files, book reviews, update CRM data, and respond to technical queries while maintaining FCA compliance and contributing to a collaborative office environment.