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Financial Services Administrator
2 months ago
**Private Client Support Specialist**
We are seeking a highly organized and detail-oriented Private Client Support Specialist to join our team at Chase de Vere. As a Private Client Support Specialist, you will play a critical role in providing exceptional support to our financial advisers and clients.
Key Responsibilities:
- Provide administrative support to financial advisers, including preparing client meeting packs, recording and updating back office systems, and booking client review appointments.
- Respond to day-to-day technical and process queries from advisers, administrators, and clients.
- Process new business received via post or online, and load relevant data onto the CRM database.
- Update financial advisers and clients on the progress of their new business cases.
- Adhere to FCA regulations and internal policy and procedure.
- Develop and maintain strong working relationships with colleagues across the business.
What You'll Need:
- Experience of working within a financial advisory firm is beneficial.
- Good communication skills, both written and verbal, are essential.
- Good time management and organizational skills are vital.
- The ability to work in a fast-paced environment while maintaining excellent attention to detail.
What's in it for you?
- 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.
