At a Glance
- Tasks: Support Independent Financial Advisers with admin tasks and client queries in a fast-paced environment.
- Company: Chase de Vere, a leading financial services firm in Leeds.
- Benefits: Competitive salary, supportive team culture, and opportunities for professional growth.
- Other info: Great opportunity to build relationships and develop your career in finance.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Organisational skills and a background in financial services are a plus.
The predicted salary is between 22050 - 26950 £ per year.
Chase de Vere is seeking an organized administrative professional to support Independent Financial Advisers in a fast-paced environment in Leeds.
You will handle day-to-day queries, prepare client meeting packs and update client records while ensuring FCA compliance and policies are followed.
The role involves managing back office tasks, booking meetings, loading data into the CRM, and maintaining strong working relationships across teams.
A background in financial services is advantageous.
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Private Client Administrator: Financial Services & CRM Support in Leeds 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.
