Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial advisers by managing client documentation and responding to queries.
- Company: Join a dynamic financial advisory firm with a supportive culture.
- Benefits: Enjoy competitive pay, bonuses, training, and flexible benefits.
- Other info: Embrace a fast-paced environment with a focus on teamwork and community support.
- Why this job: Kickstart your career in finance with hands-on training and growth opportunities.
- Qualifications: Experience in financial advisory and strong communication skills are essential.
The predicted salary is between 30000 - 40000 £ per year.
Fast paced, varied and demanding. Our client support administration teams work closely with the financial advisers and paraplanners to ensure that we deliver the best possible service to both new and existing clients. Supported by our experienced operations management and learning and development team, our client support administrators receive full industry training to ensure their knowledge is of a high standard. The role within client support administration is perfect for experienced administrators and those looking to take their first steps into the industry. With dedicated training courses and funded exam study our client support administrators can develop their skills, knowledge and expertise in the role. For those looking to progress their careers into paraplanning or advice, our inhouse paraplanner and adviser academy programmes can support you on your journey, when the time comes.
What your role will involve:
- Producing and collating client meeting documentation for our advisers – this includes portfolio valuations, application forms and regulatory documents.
- Processing fees in relation to new and ongoing business and following up for payment.
- Monitoring and updating the progress of all new business.
- Completing anti-money laundering checks and ensuring all client service meets FCA guidelines and company service standards.
- Responding to queries and enquiries from advisers, clients and product providers.
What you will need:
- Experience of working within a financial advisory firm.
- 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.
What’s in it for you?
- Opportunity to earn an annual bonus.
- 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.
Client Support Administrator employer: Chase de Vere
Contact Detail:
Chase de Vere Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Support Administrator
✨Tip Number 1
Network like a pro! Reach out to people in the industry, especially those who work at financial advisory firms. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for interviews by practising common questions related to client support roles. We recommend role-playing with a friend or using online resources to boost your confidence and communication skills.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed multiple tasks or tight deadlines in previous roles. This will demonstrate your ability to thrive in a fast-paced environment.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, you’ll find all the latest opportunities tailored for aspiring client support administrators.
We think you need these skills to ace Client Support Administrator
Some tips for your application 🫡
Show Off Your Experience: Make sure to highlight any experience you've got in financial advisory firms. We want to see that you understand the industry and can handle the demands of the role. Don’t be shy about sharing specific examples of your past work!
Communicate Clearly: Since good communication is key, ensure your application is clear and concise. Use professional language but keep it friendly. We’re looking for someone who can communicate well with clients and advisers alike, so let your personality shine through!
Organise Your Application: Just like in the role, organisation is crucial! Structure your application neatly, making it easy for us to read. Use bullet points or headings if needed, and make sure everything flows logically. This will show us you’ve got the time management skills we’re after.
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 don’t miss out on any important details. Plus, it shows you’re keen to join our team at StudySmarter!
How to prepare for a job interview at Chase de Vere
✨Know Your Stuff
Make sure you brush up on your knowledge of the financial advisory industry. Familiarise yourself with common terms and processes, especially those related to client support administration. This will not only show your enthusiasm but also demonstrate that you’re ready to hit the ground running.
✨Show Off Your Communication Skills
Since good communication is key in this role, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated with clients or colleagues in the past. This will help you convey your ability to handle queries and maintain professional relationships.
✨Time Management is Key
Be ready to discuss how you manage multiple tasks and deadlines. Think of specific instances where you successfully prioritised your workload under pressure. This will highlight your organisational skills and ability to thrive in a fast-paced environment.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, training opportunities, and career progression. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals. Plus, it gives you a chance to engage with your interviewers!