Client Support Administrator

3 weeks ago

Salford, United Kingdom CHASE DE VERE INDEPENDENT FINANCIAL ADVISERS LIMITED Full time

Chase De Vere are known as experts in our field and we pride ourselves on the reputation we have built over the past 53 years of business. We know we can’t achieve the results we do without the right people.

We are currently looking to recruit a Client Support Administrator to join our team in Manchester.
- Have previous experience of working in an administrative capacity within a financial advisory firm
- 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 Independent Financial Advisers with full administrative support
- Responding to ad-hoc queries from Advisers, Clients and Providers - both pre and post sales
- Preparing client meeting packs
- Recording and updating the back office systems
- Booking Client Review Appointments & Managing IFA’s diary
- 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 business cases

In return we offer a fantastic office environment, a great team of people to work alongside and a reputation that we believe speaks for itself.

**As importantly we offer the following**:

- Basic holiday entitlement of 25 days plus bank holidays (this increases with service and you can also buy extra days in our holiday purchase scheme)
- An extra day off on your birthday
- 2 days paid volunteering
- Hybrid working policy
- Participation in the Company’s Flexible Benefits Scheme
- Contributory Pension Scheme
- Death in Service - 4 x basic salary
- Training and professional qualification support
- Opportunities for career progression - we strive to reward your loyalty with professional development
- Rewards and Initiatives - we love our Employee of the Quarter Scheme and our board members are always looking for ways to reward and recognise how hard our teams work
- Our annual conference is the event of the year
- Employee Assistance Programme - offering support to colleagues via telephone and online

Does this sound good to you? If so, we want to hear from you

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