Private Client Support Specialist

Swiss Life; Cardiff; On-site; GBP 25,000 - 32,000; Full time

Benefits offered by this job

25 days annual leave

Contributory pension

Life assurance - 4x annual salary

Comprehensive induction and training

Funded exams and paid study leave

Cycle to work scheme

Paid volunteering days

Employee Assistance Programme

Mortgage service access

Diversity & Inclusion group

Charity involvement

Job summary

Chase de Vere, a national independent financial advice firm, is recruiting a Private Client Support Administrator to join our team. You will provide 1-1 support for Independent Financial Advisers, handle routine technical queries, prepare client meeting packs, and maintain back-office records.

The role requires strong communication, time management, and attention to detail within a regulated environment. You will manage client files through the application stage, book review appointments, and

Qualifications

• Experience of working within a financial advisory firm is preferred.
• Ability to communicate clearly via email and phone.
• Strong time management and organisational skills.
• Attention to detail in a fast-paced environment.
• Proficiency with Microsoft Office Suite required.

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 and maintain back-office records.
• Book client review appointments and manage the IFA’s diary.
• Load data into the CRM and update progress on new business cases.
• Ensure adherence to FCA regulations and internal policies.

Skills

Communication skills

Time management

Organisation

Attention to detail

Client service

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Chase de Vere, a national independent financial advice firm, is recruiting a Private Client Support Administrator to join our team. You will provide 1-1 support for Independent Financial Advisers, handle routine technical queries, prepare client meeting packs, and maintain back-office records.

The role requires strong communication, time management, and attention to detail within a regulated environment. You will manage client files through the application stage, book review appointments, and