Private Client Support Administrator Job at Chase de Vere

Private Client Support Administrator

We are currently looking to recruit a Private Client Support Administrator to jo...

Location

United Kingdom

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

Fulltime

Private Client Support Administrator

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 Administrator

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

Client Support Administrator

Brown & Brown Health & Employee Benefits are a leading intermediary specialising...

Location

United Kingdom , Blackburn

Salary:

Not provided

Brown & Brown UK

Expiration Date

Until further notice

Requirements

A working knowledge of the healthcare industry/products such as Private Medical Insurance, Health Cash Plans, Travel Insurance, Health Screening and associated pieces
Strong administrative skills, ideally developed within an insurance or financial services organisation with working knowledge of Microsoft products (Word, Excel, etc)
Strong Communication (Written, Verbal, Video), Administrative, Time Management and IT skills
Strong attention to detail
The availability to travel occasionally to other base offices or alternative location for the purpose of training or meetings

Job Responsibility

Providing high level administrative support to Consultants
Assisting with the management of policy memberships and liaising directly with insurers (adding/removing members, personal details changes etc.)
Provide assistance with the day to day operations of the office (post, filing, data entry and ensuring all documentation is issued on time and correctly
Updating and maintaining our CRM system
Ensure all data is handled securely and in line with GDPR and associated rules and regulations
Liaise with key stakeholders to maintain accurate records (Insurers, Consultants, Internal Management)
Maintain competencies compliant with FCA regulations

What we offer

Pension
Holiday
DIS
Private Medical
Cashplan
Access to the annual share save scheme
Fantastic working and team focused environment
Full support for ongoing professional development (including funding for qualifications – post probation)

Fulltime

Private Client Legal Assistant / Administrator

We are a modern and client-focused law firm with an excellent reputation for del...

Location

United Kingdom , Buxton

Salary:

25000.00 - 28000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Excellent organisational and administrative skills
Strong attention to detail and accuracy
Good IT skills including Microsoft Office
Professional and confident communication skills
Ability to manage a busy workload and prioritise effectively
Reliable, professional, and able to handle confidential information

Job Responsibility

Opening and maintaining client files
Drafting routine correspondence and legal documents
Assisting with wills, probate, LPAs, and trusts under supervision
Managing client onboarding, ID, and AML checks
Liaising with clients, third parties, and external organisations
Monitoring workflows and supporting fee earners with deadlines
Supporting billing, file management, and compliance procedures
Assisting with GDPR and SRA compliance requirements
Using LEAP case management system to manage files and workflows

What we offer

Supportive and professional working environment
Ongoing training and development opportunities
Generous annual leave entitlement
Mentoring and support from experienced fee earners
Exposure to a wide range of private client matters
Genuine long-term career progression opportunities

Fulltime

New

Private Client Solicitor

Following our successful merger last year, we are continuing to go from strength...

Location

United Kingdom , York

Salary:

Not provided

Wilkin Chapman Solicitor

Expiration Date

Until further notice

Requirements

2–6 years PQE in Wills, Estates & Tax Planning
Possession of the STEP qualification, or currently working towards it, or the ability to demonstrate technical skills and experience equivalent to STEP, along with a willingness to undertake the qualification
Excellent client-facing skills, with the ability to nurture existing relationships and help generate new business through networking and profile-raising activities

Job Responsibility

Running your own caseload, including drafting Wills, Trusts and Lasting Powers of Attorney, and dealing with Trust and Estate Administration — including complex matters involving High‑Net‑Worth, business, and agricultural clients
Drafting and reviewing legal documentation with accuracy and attention to detail
Contributing to the growth and future development of the department, including assisting with client development, marketing initiatives, and networking activities
Mentoring and supporting junior colleagues and collaborating effectively within the wider team
Ensuring compliance with regulatory requirements, including Lexcel standards
Working towards and achieving financial targets as agreed with the Department Head or Branch Partner
Handling routine and complex enquiries from clients and telephone callers professionally, ensuring complaints are resolved promptly and satisfactorily
Ensuring that work produced by support staff meets the highest quality standards
Undertaking additional tasks that may reasonably be required within the scope of the role

What we offer

Competitive holiday entitlement
Self-invested personal pension
Health and wellbeing initiatives
Life assurance
Cycle to work scheme
Agile working opportunities
Discounted legal fees
Referral incentives
Car parking

Private Client Paralegal

Our client is looking for a Private Client Paralegal in Stirling

Location

United Kingdom , Stirling

Salary:

36000.00 - 50000.00 GBP / Year

Michael Page

Expiration Date

Until further notice

Requirements

A solid academic background, ideally in law or a related field
Experience in private client legal matters or a keen interest in this area
Strong organisational skills and attention to detail
Proficiency with legal research tools and case management systems
An ability to handle sensitive information with confidentiality and professionalism
Excellent communication skills, both written and verbal
A proactive approach to supporting the legal team and clients

Job Responsibility

Assist in preparing legal documentation and correspondence for private client matters
Provide administrative and organisational support to legal professionals in the department
Manage client files efficiently, ensuring all information is accurate and up to date
Undertake legal research to support ongoing cases and projects
Work closely with clients to gather necessary information and provide updates on case progress
Help with drafting wills, trusts, and other estate planning documents
Ensure compliance with relevant legal procedures and regulations
Support the legal team in meetings and case preparations

What we offer

Competitive salary ranging from £36,000 to £50,000 per annum
A permanent role within a reputable professional services organisation
Opportunities to develop your expertise in private client legal matters
Potential for career progression within the legal field

Fulltime

Private client solicitor

Following our successful merger last year, we are continuing to go from strength...

Location

United Kingdom , York

Salary:

Not provided

Wilkin Chapman Solicitor

Expiration Date

Until further notice

Requirements

2–6 years PQE in Wills, Estates & Tax Planning
Possession of the STEP qualification, or currently working towards it, or the ability to demonstrate technical skills and experience equivalent to STEP, along with a willingness to undertake the qualification
Excellent client-facing skills, with the ability to nurture existing relationships and help generate new business through networking and profile-raising activities.

Job Responsibility

Running your own caseload, including drafting Wills, Trusts and Lasting Powers of Attorney, and dealing with Trust and Estate Administration — including complex matters involving High‑Net‑Worth, business, and agricultural clients
Drafting and reviewing legal documentation with accuracy and attention to detail
Contributing to the growth and future development of the department, including assisting with client development, marketing initiatives, and networking activities
Mentoring and supporting junior colleagues and collaborating effectively within the wider team
Ensuring compliance with regulatory requirements, including Lexcel standards
Working towards and achieving financial targets as agreed with the Department Head or Branch Partner
Handling routine and complex enquiries from clients and telephone callers professionally, ensuring complaints are resolved promptly and satisfactorily
Ensuring that work produced by support staff meets the highest quality standards
Undertaking additional tasks that may reasonably be required within the scope of the role.

What we offer

Competitive holiday entitlement
Self-invested personal pension
Health and wellbeing initiatives
Life assurance
Cycle to work scheme
Agile working opportunities
Discounted legal fees
Referral incentives
Car parking

Fulltime

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Private Client Support Administrator

Job Description

Job Responsibility

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