Administrator
Administrator
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Job Description
Chase de Vere is a national awardwinning independent financial advice firm established in 1969. We offer tailored wholeofmarket 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 youre 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 cant achieve the results we do without the right people.
We are currently looking to recruit a Private Client Support Administrator to join our team.
The successful candidate will:
Have previous experience of working in an administrative capacity and it would be beneficial if you have financial services experience
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 11 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 IFAs 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 IFAs & 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
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
Participation in the Companys 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
By joining Chase de Vere youll 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
Required Experience:
Unclear Seniority
Employment Type
Full-Time
