IFA Administrator in Salford

Private Client Administrator – Manchester, England

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 cant achieve the results we do without the right people. We are currently looking to recruit a Private Client Support Administrator to join our team.

Hybrid Working

This role is a hybrid role. Working together with administrative, advisory and client teams, you will interact at the office and online.

What You Will Need

• Experience of working within a financial advisory firm.
• Experience working within defined service standards, policies and procedures.
• Good communication skills via email and phone.
• Good time management and organisational skills.
• Ability to work in a fast‑paced environment whilst maintaining excellent attention to detail.
• Confidence using all programs within the Microsoft Office Suite (Word/ Excel/ PowerPoint).

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.
• Preparing client meeting packs.
• Recording and updating the back office systems.
• Booking client review appointments and managing IFAs diary.
• Maintaining client files throughout the application stage.
• Processing new business received via post or online.
• Loading relevant data onto the CRM database.
• Updating IFAs and 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.

Benefits

• Opportunity to earn an annual bonus.
• 25 days holiday plus bank holidays.
• A day off for your birthday.
• Life assurance 4x 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 a free mortgage service through the internal mortgage team.
• Employee Forum and Diversity & Inclusion group.
• Local and company‑wide events in support of our company charities.

Job Details

• Seniority level: Entry level
• Employment type: Full‑time
• Job function: Information Technology
• Industry: Banking