At a Glance
- Tasks: Support Independent Financial Advisers and manage client interactions with precision.
- Company: Join Chase de Vere, a leading independent financial advice firm with a supportive culture.
- Benefits: Enjoy 25 days annual leave, a contributory pension, and flexible benefits tailored to you.
- Other info: Be part of a dynamic team with excellent training and career progression opportunities.
- Why this job: Make a real impact in clients' financial journeys while growing your career in a nurturing environment.
- Qualifications: Experience in financial services administration and proficiency in Microsoft Office required.
The predicted salary is between 30000 - 40000 £ per year.
Chase de Vere is a national, award-winning independent financial advice firm established in 1969. We offer tailored, whole-of-market solutions and provide expert financial advice to individuals and businesses. Our purpose is to help clients "be future confident," which also means empowering our employees with the tools, support, and opportunities to thrive in their careers. At Chase de Vere, we value excellence, integrity, and personal growth. Joining our team means being part of a supportive environment where your professional development is prioritised, and your contributions are recognised. If you’re looking for a place where you can make a real impact and grow your career, consider Chase de Vere. Together, we help clients achieve financial security and peace of mind for the future.
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, ideally an IFA setting.
- 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.
- Preparing client meeting packs.
- 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.
In return we offer a fantastic office environment, a great team of people to work alongside and a reputation that we believe speaks for itself. 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. Alongside a competitive salary with the opportunity to earn an annual bonus, we also provide the below benefits:
- 25 days annual leave (increases to 30 days with service) plus Bank Holidays.
- Contributory pension scheme.
- Life assurance – 4 x annual 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.
- Paid volunteering days each year.
- 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 in Glasgow employer: Swiss Life
Chase de Vere is an exceptional employer that prioritises the professional growth and well-being of its employees. With a supportive work culture, competitive benefits including generous annual leave and a contributory pension scheme, and a commitment to personal development through funded exams and training, employees are empowered to thrive in their careers. Located in a vibrant environment, joining our team means being part of a respected firm where your contributions are valued and you can truly make a difference in helping clients achieve financial security.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Administrator in Glasgow
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Swiss Life. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Private Client Administrator in Glasgow
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Swiss Life.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Swiss Life's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Swiss Life
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Swiss Life.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Swiss Life will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Swiss Life employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
