IFA Administrator

Private Client Administrator

Cardiff

Hybrid working

Chase De Vere are known as experts in our field and we pride ourselves on the reputation we have built over the past 55 years of business. We know we cant achieve the results we do without the right people.

We are currently looking to recruit a Private Client Support Administrator to join our team.

WHAT YOU WILL NEED

• 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...