Private Client Administrator

Chase de Vere

Competitive salary; annual bonus opportunity; bene...
Previous administrative experience in financial services
Experience with defined service standards and policies
Proficiency in microsoft office suite word excel powerpoint
The role involves providing 1-1 support for Independent Financial Advisers and managing their diaries

Job Summary

  • The role involves providing 1-1 support for Independent Financial Advisers and managing their diaries.
  • Candidates will be responsible for preparing client meeting packs, updating back office systems, and adhering to FCA regulations.
  • The company offers a competitive salary, an annual bonus opportunity, and comprehensive benefits including funded exams and paid study leave.

Matching Summary

The role involves providing 1-1 support for Independent Financial Advisers and managing their diaries.

Salary

Competitive salary; Annual bonus opportunity; Benefits include 25 days leave, pension, life assurance, and funded exams

Skills & Requirements

Must-have

  • Previous administrative experience in financial services
  • Experience with defined service standards and policies
  • Proficiency in Microsoft Office Suite Word Excel PowerPoint

Nice-to-have

  • Confidence working with Independent Financial Advisers
  • Strong relationship building skills
  • Commitment to professional development

Key Requirements

  • Previous administrative capacity experience in financial services
  • Ideal experience in IFA setting
  • Knowledge of FCA regulations

Work Rights

Not specified

Tailored Resume

Cover Letter