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About the Role
Chase de Vere is seeking a Private Client Support Administrator to provide 1-1 support for Independent Financial Advisers. This role involves managing client communications, processing new business, maintaining client files, and ensuring adherence to FCA regulations. Join a supportive environment focused on professional development and client success.
Responsibilities
- 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
Requirements
- Previous experience of working in an administrative capacity in financial services, ideally an IFA setting
- Experience working within defined service standards, policies and procedures
Skills
- Confident using all programmes within the Microsoft Office Suite (Word/ Excel/ PowerPoint)
Location
- National
Work Type
- Full-time
Experience Level
- Not specified
Education Level
- Not specified
Salary/Compensations
- Competitive salary with the opportunity to earn an annual bonus
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
About the Company
- 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'.
- 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.
Equal Opportunity
- Not specified