At a Glance
- Tasks: Provide top-notch admin support to financial advisers and manage client queries.
- Company: Join Chase de Vere, a leading financial advisory firm in the UK.
- Benefits: Enjoy competitive pay, career development, and a supportive team environment.
- Other info: Great opportunity for growth in the finance sector.
- Why this job: Make a difference by helping clients achieve their financial goals.
- Qualifications: Strong communication skills and attention to detail are a must.
The predicted salary is between 27000 - 33000 £ per year.
Chase de Vere is seeking a Private Client Support Administrator to join our team in the UK.
The role focuses on delivering high-quality administrative support to Independent Financial Advisers, handling queries, preparing client meeting packs, and maintaining accurate records in back-office systems.
You will manage diaries, process new business, and ensure compliance with FCA regulations.
Attention to detail and excellent communication are essential as you collaborate with advisers, clients and
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Private Client Support Pro for Financial Advisers in Cardiff employer: Chase de Vere Medical
Chase de Vere Medical is an exceptional employer located in the vibrant city of Manchester, offering a dynamic work environment that prioritises employee growth and development. With a strong focus on compliance and client service, employees benefit from comprehensive training and support, fostering a culture of collaboration and excellence. Join us to be part of a team that values your contributions and provides unique opportunities for career advancement in the financial services sector.
