Private client Work, Jobs in Cardiff, Wls (with Salaries)

Private Client Administrator
Swiss Life Global Solutions —Cardiff
- Microsoft Powerpoint
- Microsoft Word
- CRM software
- Annual leave
- Employee assistance programme
10d
Client Services & Front of House Advisor - Llanishen
JNP Legal —Cardiff
- From £23,132.20 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Computer literacy
- Free parking
- Health & wellbeing programme
Quick apply
1d
Client Services & Front of House Advisor - Pontyclun
JNP Legal —Pontyclun
- From £23,132.20 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Computer literacy
- Free parking
- Health & wellbeing programme
Quick apply
1d
Patient Contact Centre Advisor
Spire Healthcare —Cardiff
- Full-time
- Computer literacy
- Organisational skills
- Computer skills
- Free parking
- Annual leave
Events Executive - Wedding Specialist
The Celtic Collection —Newport
- £14.13 an hour
- Full-time
- Customer service
- Communication skills
- Resort
Administrator
Ground Control —Cardiff
- Full-time
- Microsoft Office
- Data entry
- Organisational skills
- Annual leave
- Life insurance
Quick apply
Customer Success Manager
LEAP Legal Software —Cardiff
- £40,000 a year
- Full-time
- Microsoft Word
- Bachelor's degree
- Travel
- Annual leave
- Employee assistance programme
Quick apply
Client Service Support Executive
LegalAndGeneral —Cardiff
- Full-time
- Hybrid work
- No degree
- Organisational skills
- Financial services
- Employee discount
Quick apply
13h
Trainee Commercial Mortgage Broker
Clifton Private Finance —Cardiff
- From £25,450 a year
- Full-time
- Sales
- Basic maths
- No experience needed
- Paid training
Quick apply
14h
Early Years Educator - IKEA Cardiff
My Ohana —Cardiff
- £13.78 an hour
- Part-time
- Experience working with children
- Employee assistance programme
Quick apply
Receptionist
VINCI Facilities UK —Cardiff
- Part-time
- English
- Organisational skills
- Communication skills
- Employee discount
7h
Senior Operations Manager
Sero —Cardiff
- £58,000 - £65,000 a year
- 8 hour shift
- Hybrid work
- Team management
- Contracts
- Budgeting
- Annual leave
- Flexible schedule
Quick apply
8d
Bureau Services Co-Ordinator
Savills —Cardiff
- Full-time
- Organisational skills
- Annual leave
Client Service Support Executive
Legal & General Investment Management —Cardiff
- No degree
- Organisational skills
- Financial services
- Employee discount
9h
Project Coordinator - Domestic Energy Assessor (DEA)
Sero —Cardiff
- Up to £28,000 a year
- 8 hour shift
- Hybrid work
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
3h
Assistant Project Manager (PMO)
WSP —Cardiff
- Part-time
- Hybrid work
- Microsoft Office
- Contracts
- SharePoint
- Flexitime
- Work from home
Electronic Working Administrator
Williams Lea —Newport
- £24,478.13 a year
- Part-time
- Hybrid work
- Computer literacy
- Data entry
- Typing
- Free parking
- Referral programme
Business Growth Manager
Right at Home (Cardiff & Newport) —Cardiff
- £38,000 - £40,000 a year
- Full-time
- Sales
- Business development
- Presentation skills
- Free parking
- Annual leave
Quick apply
Portfolio Management Team Leader
Savills —Cardiff
- Full-time
- Continuous improvement
- Team management
- Communication skills
- Annual leave
Commercial Development Executive
Howden Group Holdings —Cardiff
- Full-time
- Hybrid work
- Business development
- Employee assistance programme
- Employee discount

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Private Client Administrator

Swiss Life Global Solutions -
Cardiff

Apply Now

Job details

10 days ago

Benefits

Cycle to work scheme
Annual leave
Company pension
Employee assistance programme
Paid volunteer time

Qualifications

Microsoft Powerpoint
Microsoft Word
CRM software
Financial Conduct Authority guidelines
Filing
Microsoft Office Suite
Organisational skills
Financial services
Communication skills
Time management

Full job description

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.

Chase 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 can’t 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 your 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

What you will need

Experience 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 procedures
Good 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)

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 charities

Apply Now

Refine Your Search

private client jobs in cardiff, wls

Private Client Administrator

Client Services & Front of House Advisor - Llanishen

Client Services & Front of House Advisor - Pontyclun

Patient Contact Centre Advisor

Events Executive - Wedding Specialist

Administrator

Customer Success Manager

Client Service Support Executive

Trainee Commercial Mortgage Broker

Early Years Educator - IKEA Cardiff

Receptionist

Senior Operations Manager

Bureau Services Co-Ordinator

Client Service Support Executive

Project Coordinator - Domestic Energy Assessor (DEA)

Assistant Project Manager (PMO)

Electronic Working Administrator

Business Growth Manager

Portfolio Management Team Leader

Commercial Development Executive

I want to receive the latest job alerts for private client in cardiff, wls

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