Private Client Administrator

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 can’t 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, demonstrating an understanding of our business and comfort in this demanding yet rewarding industry. Experience working within defined service standards, policies, and procedures. Good communication skills, via email and phone, are essential when recruiting administrative professionals. Confident communication skills are paramount for correspondence with product providers and dealing with requests from advisers and clients. Good time management and organisational skills are vitally important. You will be supporting a busy adviser and managing a variety of tasks and deadlines, 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). WHAT YOUR ROLE WILL INVOLVE Providing 1-1 support for Independent Financial Advisers. Responding to day-to-day technical and process queries from Advisers, Administrators, and Clients. Recording and updating the back office systems. Booking client review appointments and managing the 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. 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. A competitive salary with the 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. #J-18808-Ljbffr