At a Glance
- Tasks: Support financial advisers by managing queries, preparing meeting packs, and maintaining client files.
- Company: Chase de Vere, a busy and dynamic financial advisory firm.
- Benefits: Gain valuable experience in finance, with opportunities for growth and development.
- Other info: Fast-paced environment with potential for career advancement.
- Why this job: Join a supportive team and play a key role in helping clients achieve their financial goals.
- Qualifications: Organisational skills and a keen eye for detail are essential.
The predicted salary is between 22050 - 26950 £ per year.
Chase de Vere are seeking an organised administrator to support Independent Financial Advisers in a busy financial advisory firm.
The role involves handling day-to-day queries, preparing client meeting packs and maintaining accurate client files throughout the application process.
You will record data in back-office systems, load information onto the CRM, book reviews and manage the IFA's diary while ensuring timely progression of new business cases.
#J-18808-Ljbffr
Private Client Admin: Financial Advisory Support Pro in Manchester 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.
