At a Glance
- Tasks: Support Independent Financial Advisers and manage client appointments 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 29700 - 36300 £ 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 experience
- Have experience working within defined service standards, policies and procedures
- Be confident using all programmes within the Microsoft Office Suite (Word/ Excel/ Power Point)
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
- #J-18808-Ljbffr
IFA Administrator in Cardiff employer: Chase de Vere
Chase de Vere is an exceptional employer that prioritises employee growth and well-being, offering a nurturing culture and a range of benefits including an annual bonus, life assurance, and flexible voluntary options. Located in Manchester, our part-time Receptionist role provides a unique opportunity to be the welcoming face of our organisation while enjoying a supportive work environment that values community involvement and personal development.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Cardiff
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Chase de Vere. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace IFA Administrator in Cardiff
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Chase de Vere.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Chase de Vere's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Chase de Vere
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Chase de Vere.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Chase de Vere will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Chase de Vere employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
