At a Glance
- Tasks: Support Independent Financial Advisers and manage client queries in a dynamic environment.
- Company: Join Chase de Vere, a leading financial advisory firm in Leeds.
- Benefits: Gain valuable experience, competitive salary, and opportunities for professional growth.
- Other info: Exciting role with potential for career advancement in finance.
- Why this job: Make a difference by helping clients achieve their financial goals.
- Qualifications: Experience in financial advisory, strong communication, and MS Office skills.
The predicted salary is between 31500 - 38500 £ per year.
Chase de Vere are recruiting a Private Client Support Administrator to join our team in Leeds.
You will provide 1-1 support for Independent Financial Advisers, handle day-to-day queries, and update back-office systems.
The role involves processing new business, data loading into the CRM, and keeping clients and advisers informed of progress.
The ideal candidate has experience in a financial advisory setting, strong communication and organisational skills, and proficiency with MS Office.
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Private Client Support Specialist - Financial Advisory in Leeds employer: Chase de Vere
Chase de Vere is an exceptional employer that prioritises employee growth and well-being, offering a nurturing culture and a range of benefits including an annual bonus, life assurance, and flexible voluntary options. Located in Manchester, our part-time Receptionist role provides a unique opportunity to be the welcoming face of our organisation while enjoying a supportive work environment that values community involvement and personal development.
