Chase De Vere in Edinburgh is seeking a Private Client Support Administrator to join our team. The role involves providing 1-1 support for Independent Financial Advisers, handling day-to-day queries, and maintaining client files throughout the application process.
You will record and update back office systems, load data onto the CRM, manage advisers' diaries, and ensure compliance with FCA regulations and internal policies while delivering excellent service to clients and colleagues alike.
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IFA Private Client Support Specialist employer: Chase de Vere
Chase de Vere is an exceptional employer that prioritises the growth and well-being of its employees, particularly in the role of Paraplanner. With a strong emphasis on professional development, including funded exams and a comprehensive training programme, employees are supported in achieving their qualifications while enjoying a collaborative and empathetic work culture. The company also offers attractive benefits such as an annual bonus, additional holiday options, and community volunteering days, making it a rewarding place to build a meaningful career.
