At a Glance
- Tasks: Support Independent Financial Advisers and manage client interactions with precision.
- Company: Chase De Vere, a respected leader in financial services for over 55 years.
- Benefits: 25 days holiday, birthday off, flexible benefits, and career progression opportunities.
- Other info: Enjoy a fantastic office environment and be part of a supportive team culture.
- Why this job: Join a dynamic team and make a real impact in the financial services sector.
- Qualifications: Experience in administration within financial services and proficiency in Microsoft Office.
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.
The successful candidate will:
- Have previous experience of working in an administrative capacity in financial services
- Have experience working within defined service standards, policies and procedures
- Be confident using all programmes within the Microsoft Office Suite (Word/ Excel/ PowerPoint)
The 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
- 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
In return we offer a fantastic office environment, a great team of people to work alongside and a reputation that we believe speaks for itself. As importantly we offer the following:
- Basic holiday entitlement of 25 days plus bank holidays (this increases with service and you can also buy extra days in our holiday purchase scheme)
- An extra day off on your birthday
- Participation in the Company’s Flexible Benefits Scheme
- Contributory Pension Scheme
- Death in Service – 4 x basic salary
- Training and professional qualification support
- Opportunities for career progression - we strive to reward your loyalty with professional development
- Rewards and Initiatives - we love our Employee of the Quarter Scheme and our board members are always looking for ways to reward and recognise how hard our teams work
- Our annual conference is the event of the year
- Employee Assistance Programme – offering support to colleagues via telephone and online
IFA Administrator in Basingstoke employer: Chase de Vere
Chase De Vere is an exceptional employer, renowned for its supportive work culture and commitment to employee development. With a fantastic office environment and a dedicated team, we offer generous benefits including 25 days of holiday plus bank holidays, a contributory pension scheme, and opportunities for professional growth through training and qualifications. Our focus on recognising hard work through initiatives like the Employee of the Quarter Scheme makes us a rewarding place to build your career in financial services.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Basingstoke
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those who work at Chase De Vere. A friendly chat can open doors and give you insider info about the company culture and what they really value in candidates.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of FCA regulations and internal policies. Show us that you’re not just familiar with the basics but also understand how they apply to the role of an IFA Administrator.
✨Tip Number 3
Practice your Microsoft Office skills! Since you'll be using Word, Excel, and PowerPoint daily, being confident in these programmes will set you apart. Maybe even create a mock presentation to showcase your skills during the interview.
✨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 joining our fantastic team at Chase De Vere.
We think you need these skills to ace IFA Administrator in Basingstoke
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the IFA Administrator role. Highlight your previous experience in financial services and any relevant administrative skills. We want to see how you fit into our team!
Showcase Your Skills:Don’t forget to mention your proficiency with Microsoft Office Suite. We love seeing candidates who can confidently use Word, Excel, and PowerPoint, so make it clear how you've used these tools in past roles.
Be Clear and Concise:When writing your application, keep it clear and to the point. We appreciate straightforward communication, so avoid fluff and focus on what makes you a great fit for the role.
Apply Through Our Website:We encourage you to apply through our website for the best chance of getting noticed. It’s the easiest way for us to keep track of your application and ensure it reaches the right people!
How to prepare for a job interview at Chase de Vere
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services and the specific role of an IFA Administrator. Familiarise yourself with common processes, FCA regulations, and the tools you'll be using, like Microsoft Office Suite. This will show that you're not just interested in the job, but that you understand the industry.
✨Showcase Your Experience
Prepare to discuss your previous administrative experience in financial services. Think of specific examples where you've adhered to service standards or solved technical queries. This will help demonstrate your capability to handle the responsibilities outlined in the job description.
✨Practice Makes Perfect
Conduct mock interviews with a friend or family member. Focus on common interview questions related to administration and client support. Practising your responses will help you feel more confident and articulate during the actual interview.
✨Build Rapport
During the interview, aim to establish a connection with your interviewers. Ask them about their experiences at Chase De Vere and express genuine interest in the team culture. Building rapport can make a lasting impression and show that you’re a good fit for their environment.
