Ifa administrator Work, Jobs in Batley, Wyk (with Salaries)

Private Client Administrator
Swiss Life Global Solutions —Leeds
- Microsoft Powerpoint
- Microsoft Word
- Office experience
- Annual leave
- Employee assistance programme
8d
Experienced Financial Services Administrator
Budge and Company —Harrogate
- Full-time
- Financial services
- Communication skills
- Free parking

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Private Client Administrator

Swiss Life Global Solutions -
Leeds

Apply Now

Job details

8 days ago

Benefits

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

Qualifications

Microsoft Powerpoint
Microsoft Word
Financial Conduct Authority guidelines
Administrative support experience
Microsoft Office Suite
Office experience

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.

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 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

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ifa administrator jobs in batley, wyk

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