Private Client Support Pro for Financial Advisers

Chase de Vere Medical; Cardiff; On-site; GBP 23,000 - 30,000; Full time

Benefits offered by this job

Annual bonus

25 days holiday

Birthday day off

Life assurance 4 x salary

Induction and training

Job summary

Chase de Vere is seeking a Private Client Support Administrator to join our team in the UK. The role focuses on delivering high-quality administrative support to Independent Financial Advisers, handling queries, preparing client meeting packs, and maintaining accurate records in back-office systems.

You will manage diaries, process new business, and ensure compliance with FCA regulations. Attention to detail and excellent communication are essential as you collaborate with advisers, clients and

Qualifications

• Experience in a financial advisory environment.
• Familiarity with defined service standards, policies and procedures.
• Strong written and verbal communication via email and phone.
• Excellent time management and organisational skills.
• Ability to work accurately in a fast-paced setting and meet deadlines.
• Proficient in Word, Excel and PowerPoint.

Responsibilities

• Provide 1-1 support for Independent Financial Advisers.
• Answer 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 advisers’ diaries.
• Maintain client files during the application stage.
• Process new business received via post or online.
• Load relevant data into the CRM database.
• Update advisers and clients on progress of new business cases.
• Adhere to FCA regulations and internal policies.
• Build and maintain strong working relationships across the business.

Skills

Finance industry experience

Policy & procedures

Communication skills

Time management

Attention to detail

MS Office suite

Job description

Chase de Vere is seeking a Private Client Support Administrator to join our team in the UK. The role focuses on delivering high-quality administrative support to Independent Financial Advisers, handling queries, preparing client meeting packs, and maintaining accurate records in back-office systems.

You will manage diaries, process new business, and ensure compliance with FCA regulations. Attention to detail and excellent communication are essential as you collaborate with advisers, clients and