At a Glance
- Tasks: Provide 1-1 support for Independent Financial Advisers and manage client interactions.
- Company: Join Chase de Vere, a respected leader in financial advisory services.
- Benefits: Enjoy competitive pay, annual bonuses, and flexible benefits tailored to you.
- Other info: Access to training, paid study leave, and volunteering days to support your community.
- Why this job: Be part of a nurturing culture with opportunities for growth and community impact.
- Qualifications: Experience in financial advisory and strong communication skills are essential.
The predicted salary is between 25942 - 31706 £ 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.
- 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/ Power Point)
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
- #J-18808-Ljbffr
Private Client Administrator in Leeds 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.
