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For Companies At a Glance
- Tasks: Support Independent Financial Advisers with administrative tasks and client communications.
- Company: Chase De Vere is a reputable financial advisory firm with 55 years of expertise.
- Benefits: Enjoy competitive salary, bonus opportunities, birthday off, and flexible benefits.
- Why this job: Join a nurturing culture with career growth and community support through volunteering.
- Qualifications: Experience in financial advisory, strong communication, and Microsoft Office skills required.
- Other info: Access to training, exams funding, and employee assistance programmes.
The predicted salary is between 28800 - 43200 £ per year.
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.
- 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?
- 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.
Private Client Administrator employer: Chase de Vere
Contact Detail:
Chase de Vere Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Administrator
✨Tip Number 1
Familiarise yourself with the financial advisory industry. Understanding the specific challenges and regulations that come with this field will help you demonstrate your knowledge during interviews and discussions.
✨Tip Number 2
Practice your communication skills, especially over the phone and via email. Since you'll be liaising with advisers and clients, being articulate and confident in your communication can set you apart from other candidates.
✨Tip Number 3
Showcase your organisational skills by preparing examples of how you've managed multiple tasks or deadlines in previous roles. This will highlight your ability to thrive in a fast-paced environment, which is crucial for this position.
✨Tip Number 4
Get comfortable with Microsoft Office Suite, particularly Excel and CRM systems. Being proficient in these tools will not only help you in the role but also demonstrate your readiness to hit the ground running.
We think you need these skills to ace Private Client Administrator
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Private Client Administrator position. Tailor your application to highlight relevant experience in financial advisory firms and your ability to manage multiple tasks under pressure.
Highlight Communication Skills: Since good communication skills are essential for this role, ensure your CV and cover letter reflect your experience in both written and verbal communication. Provide examples of how you've effectively communicated with clients and colleagues in previous roles.
Showcase Organisational Abilities: Demonstrate your time management and organisational skills in your application. Mention specific instances where you successfully prioritised tasks or managed deadlines, especially in a fast-paced environment.
Tailor Your CV and Cover Letter: Customise your CV and cover letter to align with the job description. Use keywords from the job posting, such as 'FCA regulations', 'CRM database', and 'Microsoft Office Suite', to show that you meet the specific requirements of the role.
How to prepare for a job interview at Chase de Vere
✨Showcase Your Financial Knowledge
Make sure to highlight any experience you have in the financial advisory sector. Familiarise yourself with industry terminology and demonstrate your understanding of the role's demands during the interview.
✨Demonstrate Strong Communication Skills
Since good communication is essential for this role, practice articulating your thoughts clearly. Be prepared to discuss how you've effectively communicated with clients and colleagues in previous positions.
✨Emphasise Time Management Abilities
Prepare examples that showcase your ability to prioritise tasks and manage deadlines. Discuss specific situations where you successfully handled multiple responsibilities under pressure.
✨Familiarise Yourself with Microsoft Office
As proficiency in Microsoft Office is crucial, brush up on your skills in Word, Excel, and PowerPoint. Be ready to discuss how you've used these tools in past roles to enhance productivity.
