Private Client Support Administrator – Growth & Benefits

Chase de Vere Medical; City of Edinburgh; On-site; GBP 24,000 - 32,000; Full time

Benefits offered by this job

Annual bonus

25 days holiday

Birthday day off

Life assurance 4x salary

Induction and training programme

Exam funding & study leave

Flexible benefits

Cycle to work

Job summary

Chase de Vere is looking for a Private Client Support Administrator to join our Edinburgh team. You will provide 1-1 support for Independent Financial Advisers, respond to day-to-day queries, prepare client meeting packs, and maintain back-office systems.

Ideal candidates will have experience in a financial advisory environment, strong communication skills, and excellent time management. You will work in a fast-paced setting, maintaining accuracy with MS Office proficiency.

Qualifications

• Experience working in a financial advisory firm.
• Good communication via email and phone is essential.
• Strong time management and organisational skills are important.
• Ability to work in a fast-paced environment with attention to detail.
• Proficiency with MS 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.
• Prepare client meeting packs.
• Record and update back office systems.
• Book client review appointments and manage adviser diaries.
• Maintain client files through the application stage.
• Process new business received via post or online.
• Load data into the CRM database.
• Update advisers and clients on progress of new business cases.
• Adhere to FCA regulations and internal policies.
• Develop and maintain relationships with colleagues across the business.

Skills

Financial services experience

Communication skills

Time management

Attention to detail

Microsoft Office

Tools

Microsoft Office

Job description

Chase de Vere is looking for a Private Client Support Administrator to join our Edinburgh team. You will provide 1-1 support for Independent Financial Advisers, respond to day-to-day queries, prepare client meeting packs, and maintain back-office systems.

Ideal candidates will have experience in a financial advisory environment, strong communication skills, and excellent time management. You will work in a fast-paced setting, maintaining accuracy with MS Office proficiency.