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- Tasks: Provide 1-1 support for Independent Financial Advisers and manage client interactions.
- 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 environment with comprehensive training and paid volunteering days.
- 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 excellent organisational skills required.
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.
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 Edinburgh employer: Chase de Vere Medical
Contact Detail:
Chase de Vere Medical Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Administrator in Edinburgh
✨Tip Number 1
Network like a pro! Reach out to people in the financial advisory field, especially those at Chase de Vere. A friendly chat can open doors and give you insights that might just land you an interview.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of FCA regulations and the role of a Private Client Administrator. We want to see that you’re not just interested, but genuinely knowledgeable about what we do.
✨Tip Number 3
Show off your communication skills! Whether it’s through a follow-up email or during the interview, make sure you express yourself clearly and confidently. We love candidates who can articulate their thoughts well.
✨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 serious about joining our team at Chase de Vere.
We think you need these skills to ace Private Client Administrator in Edinburgh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Private Client Administrator role. Highlight your experience in financial advisory firms and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your skills align with what we’re looking for. Keep it concise but engaging – we love a good story!
Show Off Your Communication Skills: Since good communication is key for this role, make sure your application reflects that. Use clear and professional language, and don’t forget to proofread for any typos. We appreciate attention to detail!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s super easy and ensures your application gets to us directly. Plus, you’ll find all the info you need about the role right there!
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 experience aligns with the responsibilities listed in the job description.
✨Showcase Your Communication Skills
Since good communication is key for this role, prepare examples of how you've effectively communicated with clients and colleagues in the past. Think about times when you resolved queries or managed expectations, as these will demonstrate your ability to thrive in a busy environment.
✨Demonstrate Time Management
Be ready to talk about how you prioritise tasks and manage deadlines. You might want to share specific instances where you successfully juggled multiple responsibilities, especially in a fast-paced setting, to show that you can handle the demands of the role.
✨Familiarise Yourself with FCA Regulations
Understanding the FCA regulations is crucial for this position. Do some research on relevant compliance standards and be prepared to discuss how you would ensure adherence to these regulations in your daily work.