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Full-time
25 days annual leave, Contributory pension scheme, Life assurance, Comprehensive induction and training programme, Funded exams, Paid study leave
Posted 7d ago
~40 hrs/week
Responsibilities
The role involves providing comprehensive administrative support to Independent Financial Advisers, including managing diaries and client meeting packs. You will also be responsible for processing new business, maintaining client files, and ensuring all activities comply with FCA regulations.
Requirements
Candidates must have prior experience working within a financial advisory firm and possess strong organizational and communication skills. Proficiency in the Microsoft Office Suite and the ability to work effectively in a fast-paced, deadline-driven environment are essential.
Full job description
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.
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 can’t 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 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 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
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)
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
We enable people to lead a financially self-determined life.
Industry
Financial Services
Company size
5,001-10,000 employees
Founded
1857
Headquarters
Zürich
LinkedIn followers
67,455
Total funding
$902M
Swiss Life is the number one provider of comprehensive life and pensions and financial solutions. 1.4 million private customers and over 50 000 companies trust in our experience for their pension provision, experience gathered over more than 165 years, and thus ensure self-determination for their lives.
Offices: Postfach, Zürich, 8022, CH
LebensversicherungBerufliche VorsorgePensionskasseSozialversicherung (TaggeldUnfall u.a.)Asset ManagementFinanzplanungKrankenversicherung(nur in Frankreich)Hypotheken