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Private Client Administrator

2 months ago

Basingstoke, United Kingdom Chase de Vere Full time

PRIVATE CLIENT ADMINISTRATOR - BASINGSTOKE - HYBRID WORKING


Fast paced, varied and demanding. Our private client administration teams work closely with the financial advisers and paraplanners to ensure that we deliver the best possible service to both new and existing clients. Supported by our experienced operations management and learning and development team, our client support administrators receive full industry training to ensure their knowledge is of a high standard.

The role within client support administration is perfect for experienced administrators and those looking to take their first steps into the industry. With dedicated training courses and funded exam study our client support administrators can develop their skills, knowledge and expertise in the role. For those looking to progress their careers into paraplanning or advice, our inhouse paraplanner and adviser academy programmes, can support you on your journey, when the time comes.


WHAT YOU WILL NEED

  • Experience of working within a financial advisory firm is beneficial. It shows you have an understanding of our business and that you are comfortable working in this demanding yet rewarding industry.
  • 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 numerous advisers 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.


WHAT YOUR ROLE WILL INVOLVE

Our advisers couldn’t do the role they do without the assistance of our client support teams. From producing new business packs to being on the end of the phone to answer any questions, our advisers and administration teams work closely to ensure our clients receive the best level of service.


  • 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’S IN IT FOR YOU?

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.


  • 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