At a Glance
- Tasks: Support Independent Financial Advisers and manage client communications and appointments.
- Company: Join Chase de Vere, a respected leader in financial advisory for over 55 years.
- Benefits: Enjoy 25 days holiday, annual bonus, life assurance, and flexible benefits.
- Other info: Dynamic role with training, paid study leave, and volunteering opportunities.
- Why this job: Be part of a nurturing culture with opportunities for career growth and community support.
- Qualifications: Experience in financial advisory, strong communication, and organisational skills required.
The predicted salary is between 36000 - 60000 € 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, showing 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.
- Good time management and organisational skills are vitally important, as you will be supporting a busy adviser and managing a variety of tasks and deadlines.
- The ability to work in a fast-paced environment whilst maintaining excellent attention to detail.
- Confidence 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.
- Preparing client meeting packs.
- Recording and updating the back office systems.
- Booking client review appointments and managing IFAs diary.
- Maintaining client files throughout the application stage.
- Processing new business received via post or online.
- Loading relevant data onto the CRM database.
- Updating IFAs & 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.
- Opportunity to earn an annual bonus.
- 25 days holiday, plus bank holidays.
- 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 company-wide events in support of our company charities.
IFA Administrator employer: Chase De Vere Independent Financial Advisers Limited
Chase de Vere is an exceptional employer, offering a nurturing culture and a progressive career path for its employees in the heart of Manchester. With benefits such as 25 days holiday, a day off for your birthday, and opportunities for professional development through funded exams, we prioritise employee growth and well-being. Our commitment to community engagement and diversity ensures that you will be part of a supportive team dedicated to making a positive impact.
Contact Detail:
Chase De Vere Independent Financial Advisers Limited Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Network like a pro! Reach out to people in the financial advisory field, especially those who work at Chase de Vere. A friendly chat can open doors and give you insider info about the role.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of FCA regulations and internal policies. Show us you’re not just a great communicator but also someone who understands the industry standards.
✨Tip Number 3
Practice your time management skills! Think of examples where you’ve juggled multiple tasks successfully. We want to see that you can thrive under pressure while keeping everything organised.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows us you’re genuinely interested in being part of our team.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Show Off Your Experience:Make sure to highlight your experience in financial advisory firms. We want to see that you understand the industry and can handle the demands of the role. Use specific examples to demonstrate your skills!
Communication is Key:Since good communication skills are essential, don’t forget to showcase your ability to communicate effectively via email and phone. We love seeing candidates who can articulate their thoughts clearly and confidently.
Time Management Matters:We’re looking for someone who can juggle multiple tasks and deadlines. In your application, mention how you prioritise your workload and manage your time effectively, especially in a fast-paced environment.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to see what you bring to the table!
How to prepare for a job interview at Chase De Vere Independent Financial Advisers Limited
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of the financial advisory sector. Familiarise yourself with common terms and processes, as well as the specific services offered by Chase de Vere. This will show that you understand the industry and are ready to hit the ground running.
✨Master Communication Skills
Since good communication is key for this role, practice articulating your thoughts clearly and confidently. Consider doing mock interviews or role-playing scenarios where you respond to technical queries. This will help you feel more at ease when speaking with advisers and clients.
✨Show Off Your Organisational Skills
Prepare examples of how you've successfully managed multiple tasks in previous roles. Think about times when you had to prioritise under pressure and how you maintained attention to detail. Being able to share these experiences will demonstrate your ability to thrive in a fast-paced environment.
✨Get Comfortable with Microsoft Office
Since you'll be using the Microsoft Office Suite regularly, make sure you're confident in Word, Excel, and PowerPoint. If there are any features you're unsure about, take some time to learn them before the interview. You might even want to prepare a small presentation to showcase your skills!
