Private Client Support Specialist - Financial Advisory

Chase De Vere; Leeds; Hybrid; GBP 21,000 - 27,000; Full time

Benefits offered by this job

Annual bonus

Birthday day off

Life assurance – 4 x salary

Comprehensive induction and training

Funded exams and paid study leave

Flexible benefits package

Additional holiday buy

Cycle to work scheme

Volunteering days, twice per year

Employee Assistance Programme 24/7 hel

Free mortgage service access

Employee Forum and Diversity & Incl.

Company charity events

Job summary

Chase de Vere are recruiting a Private Client Support Administrator to join our team in Leeds. You will provide 1-1 support for Independent Financial Advisers, handle day-to-day queries, and update back-office systems.

The role involves processing new business, data loading into the CRM, and keeping clients and advisers informed of progress. The ideal candidate has experience in a financial advisory setting, strong communication and organisational skills, and proficiency with MS Office.

Qualifications

• Experience working in a financial advisory firm or similar environment.
• Experience with defined service standards, policies and procedures.
• Strong written and verbal communication via email and phone.
• Good time management and organisational skills to manage multiple tasks and deadlines.
• Ability to work in a fast-paced environment with high attention to detail.
• Proficiency with Microsoft Word, Excel and 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 the adviser’s diary.
• Maintain client files during 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 strong cross-team relationships.

Skills

Communication skills

Organisational skills

MS Office

Financial services experience

Tools

CRM software

Job description

Chase de Vere are recruiting a Private Client Support Administrator to join our team in Leeds. You will provide 1-1 support for Independent Financial Advisers, handle day-to-day queries, and update back-office systems.

The role involves processing new business, data loading into the CRM, and keeping clients and advisers informed of progress. The ideal candidate has experience in a financial advisory setting, strong communication and organisational skills, and proficiency with MS Office.