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Financial Services Administrator
2 months ago
We are seeking a highly organized and detail-oriented Private Client Administrator to join our team at Chase de Vere. As a Private Client Administrator, you will play a critical role in supporting our financial advisers and paraplanners to deliver exceptional service to our clients.
About the Role:
- Provide administrative support to our financial advisers and paraplanners, ensuring seamless communication and efficient workflow.
- Manage client files, records, and data, maintaining accuracy and confidentiality.
- Prepare and distribute client meeting packs, ensuring all necessary information is included.
- Respond to day-to-day technical and process queries from advisers, administrators, and clients, providing timely and accurate solutions.
- Develop and maintain strong working relationships with colleagues across the business, fostering a collaborative and supportive environment.
What We Offer:
- A competitive salary with opportunities for annual bonuses.
- 25 days holiday, plus bank holidays.
- A day off for your birthday.
- Life assurance – 4 x salary.
- Comprehensive induction and training program.
- 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 Program 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.
