Private Client Administrator Job at Chase de Vere

Private Client Support Administrator

Chase de Vere are known as experts in our field and we pride ourselves on the re...

Location

Salary:

Not provided

Chase de Vere

Expiration Date

Until further notice

Requirements

Experience of working within a financial advisory firm
Experience working within defined service standards, policies and procedures
Good communication skills, via email and phone
Good time management and organisational skills
The ability to work in a fast-paced environment whilst maintaining excellent attention to detail
Be confident using all programmes within the Microsoft Office Suite (Word/ Excel/ PowerPoint)

Job Responsibility

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

What we offer

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

Private Client Solicitor

As a Private Client Solicitor, you will have the opportunity to work alongside a...

Location

United Kingdom , Oxted

Salary:

45000.00 - 65000.00 GBP / Year

Douglas Scott

Expiration Date

Until further notice

Requirements

At least 3 years of experience in a fee-earning role, with a proven track record in private client law
Expertise in all areas of private client work, including estate administration, lasting powers of attorney, and will preparation
Ability to manage your own caseload of high-quality work with minimal supervision
Strong client-facing skills and a commitment to delivering exceptional service
Enthusiasm for business development and contributing to the growth of the firm
Qualified as a Solicitor in England and Wales
Excellent communication and interpersonal skills
Demonstrated ability to work collaboratively within a team

Job Responsibility

Develop and expand our existing client base through exceptional service and strategic business development
Manage a diverse caseload of private client matters, including estate administration, lasting powers of attorney, and will preparation
Contribute to the firm's continued growth and innovation, shaping the future of our private client services

Fulltime

Private Client Solicitor

Joining a high-profile team with autonomy to handle private client matters such ...

Location

United Kingdom , Dorset

Salary:

70000.00 - 90000.00 GBP / Year

Douglas Scott

Expiration Date

Until further notice

Requirements

Experience handling private client matters including wills, powers of attorney, estate administration, estate planning, complex estates trusts, court of protection work
Ability to participate in business development and networking
Commitment to live and work in West Dorset area
Enthusiasm, focus, and passion.

Job Responsibility

Handle a mixed caseload of private client matters
Participate in gentle business development and networking
Work with high net worth individuals.

What we offer

Secretarial support
Opportunity to work in a high-profile team
Relocation applications considered.

Fulltime

Private Client Solicitor

Join a thriving East London firm and make a meaningful impact, guiding clients t...

Location

United Kingdom , London

Salary:

5000.00 - 35000.00 GBP / Year

Douglas Scott

Expiration Date

Until further notice

Requirements

Proven experience in private client law, including estate administration, probate, and will drafting
Expertise in handling lasting powers of attorney and Court of Protection deputyship cases
Excellent communication skills to engage with clients sensitively and professionally
Strong organisational abilities to manage a diverse caseload efficiently
A proactive, problem-solving mindset to deliver tailored solutions for clients
Qualified as a solicitor or legal executive with a strong background in private client law
Demonstrated ability to stay up-to-date with changes in relevant legislation and best practices
A commitment to providing exceptional client care and building lasting relationships

Job Responsibility

Become an integral part of a well-established, specialist private client team
Leverage your expertise to provide exceptional legal services to a diverse client base
Contribute to the firm's continued growth and success in the dynamic legal landscape

Fulltime

Private Client Solicitor

My client is looking to strengthen with the appointment of an experienced Privat...

Location

United Kingdom , Bournemouth

Salary:

45000.00 - 60000.00 GBP / Year

Douglas Scott

Expiration Date

Until further notice

Requirements

You will run your own independent caseload of Private Client matters including Wills and Estate Administration
You will have control over your day and autonomy to make key decisions yourself such as where to target business development
You will be highly motivated and be used to working towards a target

Job Responsibility

Run your own independent caseload of Private Client matters including Wills and Estate Administration
Have control over your day and autonomy to make key decisions yourself such as where to target business development
Be highly motivated and be used to working towards a target

What we offer

Competitive salary
Bonus scheme
Career path
Flexible working arrangements
25 days annual leave plus stats

Fulltime

Private Client Solicitor

My client is looking to strengthen with the appointment of an experienced Privat...

Location

United Kingdom , Bournemouth

Salary:

45000.00 - 60000.00 GBP / Year

Douglas Scott

Expiration Date

Until further notice

Requirements

You will run your own independent caseload of Private Client matters including Wills and Estate Administration
You will have control over your day and autonomy to make key decisions yourself such as where to target business development
You will be highly motivated and be used to working towards a target

Job Responsibility

You will run your own independent caseload of Private Client matters including Wills and Estate Administration
You will have control over your day and autonomy to make key decisions yourself such as where to target business development
You will be highly motivated and be used to working towards a target

What we offer

competitive salary
bonus scheme
career path
flexible working arrangements
25 days annual leave plus stats

Fulltime

Private Client Solicitor

A highly ranked multi-service firm in North Yorkshire is seeking a Private Clien...

Location

United Kingdom , Harrogate

Salary:

35000.00 - 55000.00 GBP / Year

Douglas Scott

Expiration Date

Until further notice

Requirements

Qualified solicitor with private client experience
NQ solicitors must have completed a seat in private client
Legal executives with relevant private client experience will be considered
Ability to manage matters across wills, probate, lasting powers of attorney, estate administration, and court of protection
Proactive in business development and marketing.

Job Responsibility

Manage private client matters across wills, probate, lasting powers of attorney, estate administration, and court of protection
Proactive business development and marketing.

What we offer

Above market rate salary
Flexible work hours with 2 days home working
Guaranteed progression.

Private client Solicitor

Embark on an exciting journey as a Private Client Solicitor at the prestigious, ...

Location

United Kingdom , Guildford

Salary:

55000.00 GBP / Year

Douglas Scott

Expiration Date

Until further notice

Requirements

Demonstrate a deep understanding of private client law, including estate planning, trust administration, and tax planning
Possess excellent communication and interpersonal skills to build strong relationships with clients and stakeholders
Exhibit a keen eye for detail and a commitment to delivering high-quality work
Thrive in a collaborative environment, working closely with colleagues to provide tailored solutions to our clients
Demonstrate a passion for staying up-to-date with the latest legal developments and industry trends
Qualified as a Solicitor in England and Wales with 4+ years of post-qualification experience
Proven track record of success in a private client role, preferably within a Legal 500 firm
Exceptional problem-solving and analytical skills to navigate complex legal matters

Job Responsibility

Collaborate with a team of exceptional legal professionals to deliver exceptional service to our discerning private clients
Leverage your 4+ years of post-qualification experience to navigate complex private client matters with confidence and precision

What we offer

Ample opportunities for professional growth and development

Fulltime

Private Client Administrator

Chase de Vere

Location:

Category:
Finance

Contract Type:
Not provided

Salary:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 03, 2026

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Finance

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Job Posted:
March 03, 2026