Private Client Support Administrator - IFA Expert

Chase de Vere; Leeds; On-site; GBP 21,000 - 26,000; Full time

Benefits offered by this job

Holiday entitlement

Birthday day off

Flexible benefits

Contributory pension

Death in service

Training support

Career progression

Employee rewards

Annual conference

Employee assistance

Job summary

Chase de Vere is seeking a Private Client Support Administrator to join our team in Leeds. The successful candidate will provide 1-1 support for Independent Financial Advisers and handle day-to-day technical and process queries.

You will record and update back office systems, book client reviews, maintain files through the application stage, and ensure compliance with FCA regulations.

We offer a friendly office environment, training and progression opportunities, 25 days holiday plus benefits.

Qualifications

• Experience in administrative role within financial services.
• Familiar with defined service standards, policies and procedures.
• Proficient in Microsoft Office (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 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.

Skills

Admin experience

Financial services experience

MS Office

Tools

CRM system

Job description

Chase de Vere is seeking a Private Client Support Administrator to join our team in Leeds. The successful candidate will provide 1-1 support for Independent Financial Advisers and handle day-to-day technical and process queries.

You will record and update back office systems, book client reviews, maintain files through the application stage, and ensure compliance with FCA regulations.

We offer a friendly office environment, training and progression opportunities, 25 days holiday plus benefits.