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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 services.
- Benefits: Enjoy 25 days holiday, annual bonus, and flexible benefits tailored to you.
- Why this job: Be part of a nurturing culture with opportunities for growth and community impact.
- Qualifications: Experience in financial advisory and strong communication skills are essential.
- Other info: Access to training, paid study leave, and volunteering days to support your community.
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.
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 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
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory field and let them know you're on the lookout for opportunities. A friendly chat can lead to insider info about job openings that might not even be advertised.
✨Tip Number 2
Prepare for interviews by practising common questions related to the role of a Private Client Administrator. We recommend role-playing with a friend or using online resources to get comfortable with articulating your experience and skills.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed multiple tasks and deadlines in previous roles. This will demonstrate your ability to thrive in a fast-paced environment, just like the one at Chase de Vere.
✨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 our team at Chase de Vere.
We think you need these skills to ace Private Client Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that align with the Private Client Administrator role. Highlight your experience in financial advisory firms and any relevant administrative tasks you've handled.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for Chase de Vere. Mention specific examples of how you've supported advisers or managed client relationships in the past.
Show Off Your Communication Skills: Since good communication is key, ensure your application is clear and professional. Use concise language and check for any typos or errors before hitting send.
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 without any hiccups!
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, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated with clients or colleagues in the past, whether via email or phone, to demonstrate your confidence.
✨Time Management is Key
Be ready to discuss how you prioritise tasks and manage your time effectively. Think of specific instances where you successfully juggled multiple deadlines and maintained attention to detail under pressure.
✨Familiarise Yourself with Tech
Get comfortable with Microsoft Office Suite, especially Excel and Word, as these will be crucial in your role. If you can, bring examples of how you've used these tools in previous jobs to streamline processes or improve efficiency.
