Chase de Vere is seeking PICOP Administrators to deliver end-to-end administrative support to PICOP Advisers, serving clients and solicitors with empathy and efficiency.
You will liaise on Trust documentation, prepare client paperwork (quotations, illustrations, valuations, reports) and manage new business processes, withdrawals, income, and tax queries, while keeping diaries for advisers.
PICOP Administrator — Client-Focused Admin Support in City of London employer: CHASE DE VERE INDEPENDENT FINANCIAL ADVISERS LIMITED
Chase de Vere is an exceptional employer that fosters a collaborative and supportive work culture, where paraplanners are empowered to grow their skills through hands-on experience and mentorship from seasoned professionals. Located in a vibrant area, employees benefit from a dynamic environment that encourages innovation and offers ample opportunities for career advancement, making it an ideal place for those seeking meaningful and rewarding employment.
Contact Details:
CHASE DE VERE INDEPENDENT FINANCIAL ADVISERS LIMITED Recruitment Team
