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 where collaboration and compliance are at the forefront. With a strong emphasis on employee growth, we provide comprehensive training and development opportunities, ensuring that our team members thrive in their roles while delivering outstanding service to our clients. Join us to be part of a supportive culture that values your contributions and fosters meaningful professional relationships.
