At a Glance
- Tasks: Provide 1-1 support for Independent Financial Advisers and manage client interactions.
- Company: Chase de Vere, a respected leader in financial advisory services for over 55 years.
- Benefits: 25 days holiday, annual bonus, life assurance, and flexible benefits tailored to you.
- Other info: Enjoy career growth, training opportunities, and community volunteering days.
- Why this job: Join a nurturing culture and make a real impact in the financial industry.
- Qualifications: Experience in financial advisory, strong communication, and excellent organisational skills.
The predicted salary is between 30000 - 40000 € 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 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 IFA’s diary
- Maintaining client files throughout the application stage
- Processing new business received via post or online
- Loading relevant data on to 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 you will need:
- Experience of working within a financial advisory firm.
- Experience working within defined service standards, policies and procedures
- Good communication skills, via email and phone
- Good time management and organisational skills
- 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’s in it for you?
- 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 companywide events in support of our company charities
Private Client Administrator in Basingstoke employer: Chase de Vere Medical
Chase de Vere is an exceptional employer, offering a nurturing work culture that prioritises employee growth and well-being. With a comprehensive benefits package including 25 days of holiday, annual bonuses, and opportunities for professional development through funded exams, employees are supported in both their personal and career aspirations. Located in a dynamic environment, the company fosters strong relationships and community involvement, making it a rewarding place to build a meaningful career in financial advisory.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Administrator in Basingstoke
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory sector and let them know you're on the lookout for opportunities. A friendly chat can lead to insider info about openings that might not even be advertised yet.
✨Tip Number 2
Prepare for those interviews! Research Chase de Vere and understand their values and services. Tailor your responses to show how your experience aligns with their needs, especially in providing support to Independent Financial Advisers.
✨Tip Number 3
Practice your communication skills! Since good communication is key for this role, consider doing mock interviews with friends or family. This will help you articulate your thoughts clearly and confidently, whether it's over the phone or via email.
✨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 you’re genuinely interested in being part of the Chase de Vere team.
We think you need these skills to ace Private Client Administrator in Basingstoke
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous work in financial advisory firms and any relevant administrative roles to show us you’re a great fit for the Private Client Administrator position.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you want to join Chase de Vere and how your skills align with our needs. Be sure to mention your communication skills and ability to manage multiple tasks, as these are key for this role.
Showcase Your Attention to Detail:In the financial industry, attention to detail is crucial. When filling out your application, double-check for any typos or errors. We want to see that you can maintain high standards right from the start!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re proactive and keen to join our team!
How to prepare for a job interview at Chase de Vere Medical
✨Know Your Stuff
Make sure you brush up on your knowledge of the financial advisory sector. Understand the role of a Private Client Administrator and be ready to discuss how your previous experience aligns with the responsibilities outlined in the job description.
✨Show Off Your Communication Skills
Since good communication is key for this role, prepare examples of how you've effectively communicated with clients or colleagues in the past. Whether it’s through email or phone, being able to articulate your thoughts clearly will impress the interviewers.
✨Demonstrate Your Organisational Skills
Be ready to talk about how you manage your time and prioritise tasks. You might want to share specific strategies or tools you use to stay organised, especially when juggling multiple deadlines in a fast-paced environment.
✨Familiarise Yourself with FCA Regulations
Understanding the FCA regulations is crucial for this position. Do some research on the key regulations that affect financial advisory firms and be prepared to discuss how you would ensure compliance in your role.
