Chase De Vere is seeking a Private Client Support Administrator to join our team in the United Kingdom. The successful candidate will have administrative experience in financial services and be comfortable working to defined service standards, policies and procedures.
You will provide 1-1 support for Independent Financial Advisers, handle day-to-day queries, maintain client files, and keep back-office and CRM data up to date while adhering to FCA regulations.
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Private Client Support Administrator (Financial Services) 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.
