Private Client Administrator

Private Client Support Administrator

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

• 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 programmes within the Microsoft Office Suite (Word/Excel/PowerPoint)

• 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

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 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 following 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 company wide events in support of our company charities