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For Companies At a Glance
- Tasks: Support financial advisers and paraplanners, ensuring top-notch service for clients.
- Company: Join Chase de Vere, a leading financial advisory firm with a supportive culture.
- Benefits: Enjoy competitive salary, annual bonus, birthday off, and flexible benefits.
- Why this job: Perfect for those seeking growth in finance with dedicated training and career progression.
- Qualifications: Good communication skills and time management; experience in finance is a plus.
- Other info: Two paid volunteering days annually to give back to your community.
The predicted salary is between 28800 - 43200 £ per year.
Fast paced, varied and demanding. Our client support administration teams work closely with the financial advisers and paraplanners to ensure that we deliver the best possible service to both new and existing clients. Supported by our experienced operations management and learning and development team, our client support administrators receive full industry training to ensure their knowledge is of a high standard.
The role within client support administration is perfect for experienced administrators and those looking to take their first steps into the industry. With dedicated training courses and funded exam study our client support administrators can develop their skills, knowledge and expertise in the role. For those looking to progress their careers into paraplanning or advice, our in-house paraplanner and adviser academy programmes, can support you on your journey, when the time comes.
What your role will involve
Our advisers couldn’t do the role they do without the assistance of our client support teams. From producing new business packs to being on the end of the phone to answer any questions, our advisers and administration teams work closely to ensure our clients receive the best level of service.
- Producing and collating client meeting documentation for our advisers – this includes portfolio valuations, application forms and regulatory documents.
- Processing fees in relation to new and ongoing business and following up for payment
- Monitoring and updating the progress of all new business
- Completing anti-money laundering checks and ensuring all client service meets FCA guidelines and company service standards
- Responding to queries and enquiries from advisers, clients and product providers
What you will need
- Experience of working within a financial advisory firm is beneficial. It shows you have an understanding of our business and that you are comfortable working in this demanding yet rewarding industry.
- 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 numerous advisers 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.
What’s in it for you?
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.
- Opportunity to earn an annual bonus
- A day off for your birthday
- Life assurance – 4 x 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
- Two paid volunteering days each year, to support your local community
- 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
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Contact Detail:
Chase de Vere Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Support Administrator
✨Tip Number 1
Familiarise yourself with the financial advisory industry. Understanding the basics of financial products and services will not only boost your confidence but also demonstrate your commitment to the role during any discussions.
✨Tip Number 2
Practice your communication skills, especially over the phone and via email. Role-playing scenarios with a friend or family member can help you articulate your thoughts clearly and respond effectively to potential client queries.
✨Tip Number 3
Enhance your organisational skills by using tools like to-do lists or digital planners. Being able to manage multiple tasks efficiently is crucial in a fast-paced environment, so showing that you have a system in place can set you apart.
✨Tip Number 4
Network with professionals in the financial advisory sector. Attend industry events or join online forums to connect with others who can provide insights and potentially refer you to opportunities within the field.
We think you need these skills to ace Client Support Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience, especially if you've worked in a financial advisory firm. Emphasise your administrative skills and any specific tasks that relate to client support.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your communication skills and ability to work under pressure, as these are key qualities they are looking for.
Showcase Relevant Skills: When detailing your experience, focus on your time management and organisational skills. Provide examples of how you've successfully managed multiple tasks or deadlines in previous roles.
Prepare for Potential Questions: Think about common interview questions related to client support roles. Be ready to discuss how you handle client queries, manage workloads, and ensure attention to detail in a fast-paced environment.
How to prepare for a job interview at Chase de Vere
✨Showcase Your Communication Skills
Since good communication is essential for this role, be prepared to demonstrate your ability to communicate clearly and confidently. Practice answering questions in a concise manner and consider providing examples of how you've effectively communicated with clients or colleagues in the past.
✨Highlight Relevant Experience
If you have experience working in a financial advisory firm, make sure to mention it during the interview. Discuss specific tasks you handled and how they relate to the responsibilities of a Client Support Administrator. If you're new to the industry, focus on transferable skills from previous roles.
✨Demonstrate Time Management Skills
The role requires excellent time management and organisational skills. Be ready to discuss how you prioritise tasks and manage deadlines. You could share a situation where you successfully juggled multiple responsibilities and how you ensured everything was completed on time.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities and attention to detail. Think about potential challenges you might face in the role and how you would handle them. This will show your understanding of the fast-paced environment and your readiness to tackle it.
