Private Client Support Specialist (IFA Admin)

Swiss Life Group; City Of London; On-site; GBP 27,000 - 36,000; Full time

Benefits offered by this job

25 days annual leave

Contributory pension scheme

Life assurance – 4 x annual salary

Comprehensive induction and training

Funded exams and paid study leave

Flexible benefits to suit individual需求

Extra holiday days option

Cycle to work Scheme

Paid volunteering days

Employee Assistance Programme 24/7 hel

Access to free mortgage service

Employee Forum and Diversity & Inclu­s

Charity events

Job summary

Chase de Vere is a national, award-winning independent financial advice firm seeking a Private Client Support Administrator. The successful candidate will provide 1-1 support for Independent Financial Advisers, respond to queries, prepare client meeting packs, and maintain client files throughout the application process.

The role involves processing new business, updating data on the CRM, booking reviews, and ensuring FCA compliance while cultivating strong internal relationships.

Qualifications

• Have previous experience of working in an administrative capacity in financial services, ideally an IFA setting.
• Have experience working within defined service standards, policies and procedures.
• Be confident using all programmes within the Microsoft Office Suite (Word/ Excel/ PowerPoint).

Responsibilities

• Providing 1-1 support for Independent Financial Advisers.
• Responding to day to day technical and process queries from Advisers, Administrators and Clients.
• Preparing client meeting packs.
• Recording and updating the back office systems.
• Booking client review appointments and managing IFA’s diary.
• Maintaining client files throughout the application stage.
• Processing new business received via post or online.
• Loading relevant data onto the CRM database.
• Updating IFA’s & Clients’ on the progress of their new business cases.
• Adhering to FCA regulations and internal policy and procedure.
• Developing and maintaining strong working relationships with colleagues across the business.

Skills

Administrative experience

Financial services experience

Organizational skills

Tools

Microsoft Office

Job description

Chase de Vere is a national, award-winning independent financial advice firm seeking a Private Client Support Administrator. The successful candidate will provide 1-1 support for Independent Financial Advisers, respond to queries, prepare client meeting packs, and maintain client files throughout the application process.

The role involves processing new business, updating data on the CRM, booking reviews, and ensuring FCA compliance while cultivating strong internal relationships.