PrivateClientAdministrator

Chase de Vere is a national, award-winning independent financial advice firm established in 1969. We offer tailored, whole-of-market 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 you’re 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. **The successful candidate will:** * Have previous experience of working in an administrative capacity in financial services, ideally an IFA setting. * 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 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 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. By joinin