Private Client Support Administrator (Financial Services)

Chase de Vere; Greater London; Sur place; GBP 26 000 - 36 000; Plein temps

Avantages offerts par ce poste

25 days + BH

Birthday day off

Flexible benefits

Pension scheme

Death in service 4x salary

Training support

Career progression

Employee recognition program

Annual conference

Résumé du poste

Chase De Vere is seeking a Private Client Support Administrator to join our team in the United Kingdom. The successful candidate will have administrative experience in financial services and be comfortable working to defined service standards, policies and procedures.

You will provide 1-1 support for Independent Financial Advisers, handle day-to-day queries, maintain client files, and keep back-office and CRM data up to date while adhering to FCA regulations.

Qualifications

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

Responsabilités

• 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 IFA’s diary.
• Maintain client files throughout 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.

Connaissances

Administrative experience

Financial services

Policies and procedures

Microsoft Office

Outils

Microsoft Office

Description du poste

Chase De Vere is seeking a Private Client Support Administrator to join our team in the United Kingdom. The successful candidate will have administrative experience in financial services and be comfortable working to defined service standards, policies and procedures.

You will provide 1-1 support for Independent Financial Advisers, handle day-to-day queries, maintain client files, and keep back-office and CRM data up to date while adhering to FCA regulations.