Private Client Support Specialist (IFA Back Office)

Swiss Life Group; Greater London; Hybrid; GBP 25,000 - 35,000; Full time

Benefits offered by this job

25 days annual leave

Pension scheme

Life assurance

Induction & training programme

Exams paid / study leave

Cycle to work

Volunteer days

Employee Assistance Programme

Mortgage service

Job summary

Chase de Vere in London is seeking a Private Client Support Administrator to provide 1-1 support for Independent Financial Advisers, prepare client meeting packs, and maintain back-office records. The role requires strong MS Office skills and experience in financial services, ideally with IFA exposure.

You will handle data loading, diary management, and FCA-compliant processing, contributing to efficient client service and agency workflows within a supportive, award-winning firm.

Qualifications

• Previous experience in an administrative capacity in financial services (IFA setting preferred).
• Experience working within defined service standards, policies and procedures.

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 advisers' diaries.
• Load data into CRM/system and update progress of new business cases.

Skills

Administrative experience

Financial services familiarity

MS Office proficiency

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Chase de Vere in London is seeking a Private Client Support Administrator to provide 1-1 support for Independent Financial Advisers, prepare client meeting packs, and maintain back-office records. The role requires strong MS Office skills and experience in financial services, ideally with IFA exposure.

You will handle data loading, diary management, and FCA-compliant processing, contributing to efficient client service and agency workflows within a supportive, award-winning firm.