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- Tasks: Support Independent Financial Advisers and manage client communications and documentation.
- Company: Join Chase de Vere, a leading independent financial advice firm with over 55 years of expertise.
- Benefits: Enjoy 25 days annual leave, a contributory pension scheme, and paid volunteering days.
- Why this job: Make a real impact in a supportive environment focused on your professional growth.
- Qualifications: Experience in financial advisory, strong communication skills, and proficiency in Microsoft Office required.
- Other info: Be part of a diverse team with opportunities for training and career progression.
The predicted salary is between 30000 - 42000 £ per year.
Private Client Administrator page is loaded## Private Client Administratorlocations: United Kingdom – Edinburghtime type: Full timeposted on: Posted 3 Days Agojob requisition id: R10021Chase 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 businessIn 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 charitiesWithin the International divison of Swiss Life, we are looking for self-determined individuals ready to unleash their talent and shape their career. We have offices in ten countries under four brands. Check out below to discover more about them!With its two business lines, offers a broad range of tailored cross-border life insurance solutions to wealthy individuals **(Global Private Wealth Solutions)** and to international companies **(Global Employee Benefits Solutions)**. Swiss Life Global Solutions operates in Luxembourg, Liechtenstein, Zurich and Singapore.With offices across the UK and more than 200 professional advisers, is one of the country\’s leading independant financial advisers. It covers a wide range of services, including pensions, estate planning, care funding and wealth management, as well as business protection, employee benefits and workplace financial education.Follow us on #J-18808-Ljbffr
Private Client Administrator employer: Swiss Life
Contact Detail:
Swiss Life Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Administrator
✨Tip Number 1
Familiarise yourself with the financial advisory industry, especially the services offered by Chase de Vere. Understanding their approach to client relationships and financial solutions will help you demonstrate your alignment with their values during interviews.
✨Tip Number 2
Brush up on your communication skills, particularly in a professional context. Practice articulating complex financial concepts clearly and concisely, as this will be crucial when interacting with advisers and clients.
✨Tip Number 3
Showcase your organisational skills by preparing examples of how you've successfully managed multiple tasks or projects under pressure. This will highlight your ability to thrive in a fast-paced environment, which is essential for the role.
✨Tip Number 4
Network with professionals in the financial advisory sector. Attend industry events or connect with current employees on platforms like LinkedIn to gain insights into the company culture and expectations, which can give you an edge in the application process.
We think you need these skills to ace Private Client Administrator
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Private Client Administrator position. Understand the key responsibilities and required skills, such as experience in a financial advisory firm and strong communication abilities.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the job requirements. Emphasise your previous roles in financial services, your ability to manage multiple tasks, and your proficiency in Microsoft Office Suite.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention how your background fits with Chase de Vere's values of excellence and integrity, and provide specific examples of how you can contribute to their mission.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial for the role of a Private Client Administrator.
How to prepare for a job interview at Swiss Life
✨Show Your Financial Knowledge
Make sure to brush up on your understanding of financial advisory services. Be prepared to discuss your previous experience in the industry and how it relates to the role of a Private Client Administrator.
✨Demonstrate Communication Skills
Since good communication is key for this role, practice articulating your thoughts clearly. You might be asked to explain complex financial concepts, so being able to communicate effectively will set you apart.
✨Highlight Organisational Abilities
Prepare examples that showcase your time management and organisational skills. Discuss how you've successfully managed multiple tasks or deadlines in a fast-paced environment, as this is crucial for supporting busy advisers.
✨Familiarise Yourself with Microsoft Office
As proficiency in Microsoft Office is essential, ensure you're comfortable using Word, Excel, and PowerPoint. You may be asked about your experience with these tools, so be ready to provide specific examples of how you've used them in past roles.
