Private Client Administrator

Chase de Vere is a national, award‑winning independent financial advice firm established in 1969. We offer tailored, whole‑of‑market solutions and provide expert financial advice to individuals and businesses. Our purpose is to help clients "be future confident," which also means empowering our employees with the tools, support, and opportunities to thrive in their careers. At Chase de Vere, we value excellence, integrity, and personal growth.

Joining our team means being part of a supportive environment where your professional development is prioritised and your contributions are recognised.

• Previous experience of working in an administrative capacity in financial services, ideally an IFA setting.
• Experience working within defined service standards, policies and procedures.
• Confidence using all programs within the Microsoft Office Suite (Word, Excel, PowerPoint).

• Provide one‑on‑one support for Independent Financial Advisers.
• Respond to day‑to‑day technical and process queries from Advisers, Administrators and Clients.
• Prepare client meeting packs.
• Record and update the back‑office systems.
• Book client review appointments and manage IFA’s diary.
• Maintain client files throughout the application stage.
• Process new business received via post or online.
• Load relevant data onto the CRM database.
• Update IFA’s and Clients’ on the progress of their new business cases.
• Adhere to FCA regulations and internal policy and procedure.
• Develop and maintain strong working relationships with colleagues across the business.

• 25 days annual leave (increases to 30 days with service) plus Bank Holidays.
• Contributory pension scheme.
• Life assurance – four times annual salary.
• Comprehensive induction and training programme.
• Funded exams and paid study leave.
• Wide range of voluntary flexible benefits to suit your individual needs.
• 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.
• Employee Forum and Diversity & Inclusion group.
• Local and company‑wide events in support of our company charities.

In return we offer a fantastic office environment, a great team of people to work alongside, and a reputation that we believe speaks for itself. By joining Chase de Vere, you’ll have a progressive career with excellent benefits, a nurturing culture, and the opportunity to earn a competitive salary with an annual bonus.