At a Glance
- Tasks: Support Independent Financial Advisers with admin tasks and client management.
- Company: Join a reputable financial services firm with 55 years of expertise.
- Benefits: Gain valuable experience in finance, with opportunities for growth and development.
- Other info: Dynamic work environment with a focus on teamwork and professional development.
- Why this job: Be part of a supportive team and make a difference in clients' financial journeys.
- Qualifications: Experience in administration and proficiency in Microsoft Office required.
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
IFA Administrator in Hampshire employer: Chase de Vere
Chase De Vere is an exceptional employer, offering a supportive work culture that values collaboration and professional growth. With over 55 years of expertise in financial services, we provide our employees with comprehensive training and development opportunities, ensuring they thrive in their roles. Located in a dynamic environment, our team enjoys a balance of autonomy and teamwork, making it a rewarding place to build a meaningful career.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Hampshire
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for an IFA Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Brush up on your Microsoft Office skills! Since you'll be using Word, Excel, and PowerPoint daily, make sure you're comfortable with all the features. Consider taking a quick online course or watching tutorials to boost your confidence before interviews.
✨Tip Number 3
Prepare for those tricky questions! Think about how you've handled administrative tasks in the past, especially in financial services. Be ready to share specific examples that highlight your experience with defined service standards and client support.
✨Tip Number 4
Apply through our website! We love seeing applications come directly from candidates who are genuinely interested in joining our team. It shows initiative and enthusiasm, which are key traits we look for in our future IFA Administrators.
We think you need these skills to ace IFA Administrator in Hampshire
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your previous experience in financial services and administrative roles. We want to see how your skills align with the job description, so don’t be shy about showcasing your Microsoft Office prowess!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Private Client Support Administrator role. We love seeing enthusiasm and a bit of personality, so let us know what excites you about joining our team.
Be Clear and Concise:When filling out your application, keep your language clear and to the point. We appreciate straightforward communication, especially since you'll be supporting Advisers and clients. Make it easy for us to see your qualifications!
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. Plus, it’s super easy – just follow the prompts and you’ll be on your way!
How to prepare for a job interview at Chase de Vere
✨Know Your Financial Services Basics
Make sure you brush up on your knowledge of financial services and the specific role of an IFA Administrator. Familiarise yourself with common terms and processes, as well as the service standards expected in the industry. This will show that you're not just a fit for the role, but also genuinely interested in the field.
✨Master Microsoft Office
Since the job requires confidence in using Microsoft Office Suite, take some time to practice your skills in Word, Excel, and PowerPoint. Be prepared to discuss how you've used these tools in previous roles, and maybe even bring examples of your work to showcase your proficiency.
✨Prepare for Scenario Questions
Expect questions that assess how you handle day-to-day queries and administrative tasks. Think of specific examples from your past experience where you successfully managed similar situations. This will help demonstrate your problem-solving skills and ability to work under defined service standards.
✨Show Your Organisational Skills
As an IFA Administrator, you'll need to manage diaries and maintain client files. Be ready to discuss your organisational strategies and any tools or methods you use to stay on top of your tasks. Highlighting your attention to detail and ability to prioritise will make you stand out.
