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Private Client Support Administrator

chasedevere.co.uk Logo

Chase de Vere

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Finance

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Job Description:

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 can’t achieve the results we do without the right people. We are currently looking to recruit a Private Client Support Administrator to join our team. 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.

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
  • Developing and maintaining strong working relationships with colleagues across the business

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)
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
  • 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

Additional Information:

Job Posted:
December 07, 2025

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