Private Client Administrator at Chase de Vere Medical
Chase de Vere have built a reputation over the past 55 years. We are looking to recruit a Private Client Support Administrator to join our team.
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 onto 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
Qualifications
* Experience of working within a financial advisory firm, demonstrating understanding of the business and comfort in a demanding industry
* Experience working within defined service standards, policies and procedures
* Good communication skills via email and phone, including correspondence with product providers and dealing with requests from advisers and clients
* Excellent time‑management and organisational skills – ability to prioritise workload and deliver under pressure
* Ability to work in a fast‑paced environment while maintaining excellent attention to detail
* Confidence using all programmes within the Microsoft Office Suite (Word, Excel, PowerPoint)
Benefits
* Opportunity to earn an annual bonus
* 25 days holiday, plus bank holidays
* A day off for your birthday
* Life assurance – 4× salary
* Comprehensive induction and training programme
* Funded exams and paid study leave
* Wide range of voluntary flexible benefits to suit individual needs
* Option to buy additional holiday days
* Cycle to work scheme
* Two paid volunteering days each year to support the 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 company charities
Employment type
* Full‑time
Seniority level
* Entry level
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