Private Client Administrator

Swiss Life
Cardiff, Wales, United Kingdom
Full Time
On Site
Junior
0+
Administrative Financial Services Insurance

Posted 2 months ago

Apply to this job and hundreds more automatically

Get Started
Excellent 4.7

Job summary

The Private Client Support Administrator at Chase de Vere provides support to Independent Financial Advisers, manages client and adviser communication, prepares meeting documentation, updates systems, processes new business, and ensures compliance with FCA regulations. The role demands excellent organizational, communication, and industry experience within a financial advisory environment.

Responsibilities

The role involves providing direct support to Independent Financial Advisers by managing diaries, preparing client meeting packs, and maintaining client files. Additionally, the administrator will process new business, update CRM systems, and ensure compliance with FCA regulations.

Qualifications

attention to detail client support communication financial advisory Microsoft Office organisational skills time management

Candidates must have prior experience working within a financial advisory firm and possess strong communication and organizational skills. Proficiency in the Microsoft Office Suite and the ability to work effectively in a fast-paced, deadline-driven environment are essential.

English

Benefits

  • 25 days annual leave
  • Contributory pension scheme
  • Life assurance
  • Induction and training programme
  • Funded exams
  • Paid study leave
  • Flexible benefits
  • Cycle to work scheme
  • Paid volunteering days
  • Employee assistance programme
  • Mortgage service

Company

Swiss Life

Swiss Life

linkedin
Financial Services
Location
Cardiff, Wales, United Kingdom

Apply to this job and hundreds more automatically

Get Started
Excellent 4.7
Pete DeQuarto avatar
Pete DeQuarto

AIApply is a total game-changer. Thanks to Auto-Apply, I have been applying to jobs I would never even have come across otherwise!

Akarshak Tanwar avatar
Akarshak Tanwar

In one week I applied to over 150 jobs and locked in 2 confirmed interviews, with a support team that was quick to respond. The auto-apply feature is fascinating and a real pleasure to use!

JC
Julian Carlin

It really worked. In under 48 hours it had applied to 100 jobs on my behalf without any time or effort from me. I am looking forward to seeing how it keeps improving.