Private Client AdministratorBathHybrid workingChase 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 cant achieve the results we do without the right people.We are currently looking to recruit a Private Client Support Administrator to join our team.WHAT YOU WILL NEEDExperience of working within a financial advisory firm. It shows you have an understanding of our business and that you are comfortable working in this demanding yet rewarding industry.Experience working within defined service standards, policies and proceduresGood communication skills, via email and phone, are an essential quality that we would look for when recruiting administrative professionals. From correspondence with product providers to dealing with requests from advisers and clients, confident communication skills are paramount.Good time management and organisational skills are vitally important. You will be supporting a busy adviser and managing a variety of tasks and deadlines at any one time, so the ability to prioritise your workload and deliver under pressure is critical.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 YOUR ROLE WILL INVOLVEProviding 1-1 support for Independent Financial AdvisersResponding to day to day technical and process queries from Advisers, Administrators and ClientsPreparing client meeting packsRecording and updating the back office systemsBooking client review appointments and managing IFAs diaryMaintaining client files throughout the application stageProcessing new business received via post or onlineLoading relevant data on to the CRM databaseUpdating IFAs & Clients on the progress of their new business casesAdhering to FCA regulations and internal policy and procedureDeveloping and maintaining strong working relationships with colleagues across the businessWHATS IN IT FOR YOU?By joining Chase de Vere, youll have a progressive career with great benefits and a nurturing culture that makes you part of something special.Opportunity to earn an annual bonus25 days holiday, plus bank holidaysA day off for your birthdayLife assurance 4 x salaryComprehensive induction and training programmeFunded exams and paid study leaveA wide range of voluntary flexible benefits to suit your individual needsThe option to buy additional holiday daysCycle to work SchemeTwo paid volunteering days each year, to support your local communityEmployee Assistance Programme with access to a 24/7 helplineAccess to our free mortgage service, through our internal mortgage teamOur Employee Forum and Diversity & Inclusion groupLocal and company wide events in support of our company charitiesJBRP1_UKTJ