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: Fast-paced role with strong team collaboration and career advancement opportunities.
- 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.
#J-18808-Ljbffr
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 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.
