Private Client Administrator Edinburgh Hybrid working
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.
WHAT YOU WILL NEED Experience of working within a financial advisory firm. It shows you have an understanding of our business and that you are comfortable working in this demanding yet rewarding industry.
Experience working within defined service standards, policies and procedures
Good communication skills, via email and phone, are an essential quality that we would look for when recruiting administrative professionals. From correspondence with product providers to dealing with requests from advisers and clients, confident communication skills are paramount.
Good time management and organisational skills are vitally important. You will be supporting a busy adviser and managing a variety of tasks and deadlines at any one time, so the ability to prioritise your workload and deliver under pressure is critical.
The ability to work in a fast-paced environment whilst maintaining excellent attention to detail.
Be confident using all programmes 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 on to the CRM database
Updating IFAs & 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
WHATS IN IT FOR YOU? By joining Chase de Vere, youll have a progressive career with great benefits and a nurturing culture that makes you part of something special.
A competitive salary with the opportunity to earn an annual bonus
25 days holiday, plus bank holidays
A day off for your birthday
Life assurance 4 x 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 our free mortgage service, through our internal mortgage team
Our Employee Forum and Diversity & Inclusion group
Local and company wide events in support of our company charities
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