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 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.
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
Private Client Administrator employer: Chase de Vere
Chase de Vere is an exceptional employer, offering a supportive and nurturing work culture that prioritises employee growth and well-being. With a comprehensive induction programme, funded exams, and flexible benefits tailored to individual needs, employees are empowered to thrive in their roles while enjoying a progressive career path. Located in a dynamic environment, the company also promotes community engagement through paid volunteering days and local events, making it a rewarding place to work for those seeking meaningful employment.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory sector and let them know you're on the lookout for opportunities. A friendly chat can lead to insider info about openings that might not even be advertised yet.
✨Tip Number 2
Prepare for those interviews by practising common questions related to client support and financial processes. We recommend role-playing with a friend or using online resources to get comfortable with articulating your experience and skills.
✨Tip Number 3
Showcase your organisational skills! When you get the chance to meet potential employers, bring along examples of how you've managed multiple tasks or projects. 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, it shows you're genuinely interested in being part of our team at Chase de Vere.
We think you need these skills to ace Private Client Administrator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Private Client 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 this role and how your skills can benefit us at Chase de Vere. 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 and professional language, and don’t forget to proofread for any typos. We appreciate attention to detail!
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 get all the updates directly from us. Plus, it’s super easy!
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 sector. Understand the role of a Private Client Administrator and be ready to discuss how your experience aligns with the responsibilities outlined in the job description.
✨Show Off Your Communication Skills
Since good communication is key for this role, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated with clients or colleagues in the past, whether via email or phone.
✨Demonstrate Your Organisational Skills
Be ready to talk about how you manage your time and prioritise tasks. You might want to share specific strategies or tools you use to stay organised, especially when juggling multiple deadlines.
✨Familiarise Yourself with FCA Regulations
Understanding the regulatory environment is crucial. Brush up on FCA regulations relevant to the role and be prepared to discuss how you would ensure compliance in your day-to-day tasks.
