Private Client Administrator

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 on to 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

Experience of working within a financial advisory firm. It shows you have an understanding of our business and that you are comfortable working in this demanding yet rewarding industry.

Experience working within defined service standards, policies and procedures

Good communication skills, via email and phone, are an essential quality that we would look for when recruiting administrative professionals. From correspondence with product providers to dealing with requests from advisers and clients, confident communication skills are paramount.

Good time management and organisational skills are vitally important. You will be supporting a busy adviser and managing a variety of tasks and deadlines at any one time, so the ability to prioritise your workload and deliver under pressure is critical.

The ability to work in a fast-paced environment whilst maintaining excellent attention to detail.

Be confident using all programmes within the Microsoft Office Suite (Word/ Excel/ PowerPoint)

By joining Chase de Vere, you’ll have a progressive career with great benefits and a nurturing culture that makes you part of something special. Alongside a competitive salary with the opportunity to earn an annual bonus, we also provide the below benefits:

25 days annual leave (increases to 30 days with service) plus Bank Holidays

Contributory pension scheme

Life assurance – 4 x annual salary

Comprehensive induction and training programme

Funded exams and paid study leave

A wide range of voluntary flexible benefits to suit your individual needs

The option to buy additional holiday days

Cycle to work Scheme

Paid volunteering days each year

Employee Assistance Programme with access to a 24/7 helpline

Access to our free mortgage service, through our internal mortgage team

Our Employee Forum and Diversity & Inclusion group

Local and companywide events in support of our company charities