Private Client Administrator

Swiss Life Group; City of Edinburgh; On-site; GBP 28,000 - GBP 35,000; Full time

Job summary

A leading financial services provider in Edinburgh seeks a Private Client Support Administrator to provide administrative support for Independent Financial Advisers. The successful candidate will have prior administrative experience in financial services and proficiency in Microsoft Office Suite. Responsibilities include preparing meeting packs, booking appointments, and maintaining client files. This role offers a supportive environment with professional development opportunities and competitive benefits, including 25 days of annual leave and a contributory pension scheme.

Benefits

25 days annual leave

Contributory pension scheme

Life assurance – 4 x annual salary

Comprehensive induction and training programme

Employee Assistance Programme with access to a 24/7 helpline

Qualifications

• Have previous experience of working in an administrative capacity in financial services.
• Be confident using all programmes within the Microsoft Office Suite.

Responsibilities

• Providing 1-1 support for Independent Financial Advisers.
• Preparing client meeting packs.
• Booking client review appointments and managing IFA’s diary.

Skills

Administrative experience in financial services

Proficiency in Microsoft Office Suite

Customer relationship management

Job description

Private Client Administrator page is loaded## Private Client Administratorlocations: United Kingdom - Edinburghtime type: Full timeposted on: Posted 3 Days Agojob requisition id: R10021Chase 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.We are currently looking to recruit a Private Client Support Administrator to join our team.**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 businessIn 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 joining Chase de Vere, you’ll have a progressive career with great benefits and a nurturing culture that makes you part of something special. Alongside a competitive salary with the opportunity to earn an annual bonus, we also provide the below benefits:* 25 days annual leave (increases to 30 days with service) plus Bank Holidays* Contributory pension scheme* Life assurance – 4 x annual 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* Paid volunteering days each year* 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 charitiesWithin the International divison of Swiss Life, we are looking for self-determined individuals ready to unleash their talent and shape their career. We have offices in ten countries under four brands. Check out below to discover more about them!With its two business lines, offers a broad range of tailored cross-border life insurance solutions to wealthy individuals **(Global Private Wealth Solutions)** and to international companies **(Global Employee Benefits Solutions)**. Swiss Life Global Solutions operates in Luxembourg, Liechtenstein, Zurich and Singapore.With offices across the UK and more than 200 professional advisers, is one of the country's leading independant financial advisers. It covers a wide range of services, including pensions, estate planning, care funding and wealth management, as well as business protection, employee benefits and workplace financial education.Follow us on