Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Independent Financial Advisers and manage client appointments and queries.
- Company: Join Chase de Vere, a nurturing financial advisory firm with a progressive culture.
- Benefits: Earn an annual bonus, enjoy extra holiday, and access flexible benefits.
- Why this job: Kickstart your career in finance with training, support, and community involvement.
- Qualifications: Experience in financial advisory and strong communication skills are essential.
- Other info: Enjoy a dynamic work environment with opportunities for personal and professional growth.
The predicted salary is between 36000 - 60000 £ per year.
We are currently looking to recruit a Private Client Support Administrator to join our team.
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
- 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. It shows you have an understanding of our business and that you are comfortable working in this demanding yet rewarding industry.
- Experience working within defined service standards, policies and procedures
- Good communication skills, via email and phone, are an essential quality that we would look for when recruiting administrative professionals. From correspondence with product providers to dealing with requests from advisers and clients, confident communication skills are paramount.
- Good time management and organisational skills are vitally important. You will be supporting a busy adviser and managing a variety of tasks and deadlines at any one time, so the ability to prioritise your workload and deliver under pressure is critical.
- 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?
- By joining Chase de Vere, you’ll have a progressive career with great benefits and a nurturing culture that makes you part of something special.
- 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
- Our Employee Forum and Diversity & Inclusion group
- Local and companywide events in support of our company charities
IFA Administrator employer: Chase de Vere
Contact Detail:
Chase de Vere Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world. A friendly chat can lead to opportunities that aren’t even advertised yet. Don’t be shy; we all love a good natter!
✨Tip Number 2
Prepare for those interviews! Research the company and the role of an IFA Administrator. We want you to show off your knowledge about their services and how you can support their advisers effectively.
✨Tip Number 3
Practice your communication skills! Whether it’s over email or on the phone, being clear and confident is key. We know you’ve got it in you, so let’s make sure you shine when it counts!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are keen to join us at StudySmarter!
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your experience in financial advisory firms and any relevant skills that match the job description. We want to see how you fit into our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your skills can benefit us. Keep it concise but engaging – we love a good story!
Show Off Your Communication Skills: Since good communication is key for this role, make sure your application reflects that. Use clear language and check for any typos or errors. We appreciate attention to detail, so let’s see it in your writing!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Chase de Vere
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of the financial advisory sector. Familiarise yourself with common processes and terminology, as well as any recent changes in regulations. This will show that you’re not just a candidate, but someone who understands the industry.
✨Show Off Your Communication Skills
Since good communication is key for this role, practice articulating your thoughts clearly. You might want to prepare examples of how you've effectively communicated with clients or colleagues in the past. This will help demonstrate your ability to handle queries confidently.
✨Master Time Management
Prepare to discuss how you prioritise tasks and manage your time effectively. Think of specific instances where you successfully juggled multiple responsibilities. This will highlight your organisational skills and ability to thrive under pressure.
✨Get Comfortable with Tech
Familiarise yourself with Microsoft Office Suite, especially Excel and CRM systems. If you can, practice using these tools before the interview. Being tech-savvy will give you an edge and show that you’re ready to hit the ground running.
