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 a dynamic work environment with training and volunteering opportunities.
- Why this job: Join a nurturing culture with opportunities for growth and community involvement.
- Qualifications: Experience in financial advisory, strong communication, and excellent organisational skills.
The predicted salary is between 31500 - 38500 £ 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.
It shows you have an understanding of our business and that you are comfortable working in this demanding yet rewarding industry.
- Experience working within defined service standards, policies and procedures
- Good communication skills, via email and phone, are an essential quality that we would look for when recruiting administrative professionals.
From correspondence with product providers to dealing with requests from advisers and clients, confident communication skills are paramount.
- Good time management and organisational skills are vitally important.
You will be supporting a busy adviser and managing a variety of tasks and deadlines at any one time, 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/ Power Point)
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 companywide events in support of our company charities
- #J-18808-Ljbffr
Private Client Administrator in Leeds employer: Chase de Vere Medical
Chase de Vere Medical is an exceptional employer located in the vibrant city of Manchester, offering a dynamic work environment where collaboration and compliance are at the forefront. With a strong emphasis on employee growth, we provide comprehensive training and development opportunities, ensuring that our team members thrive in their roles while delivering outstanding service to our clients. Join us to be part of a supportive culture that values your contributions and fosters meaningful professional relationships.
