Chase de Vere is a national, award-winning independent financial advice firm seeking a Private Client Support Administrator. The successful candidate will provide 1-1 support for Independent Financial Advisers, respond to queries, prepare client meeting packs, and maintain client files throughout the application process.
The role involves processing new business, updating data on the CRM, booking reviews, and ensuring FCA compliance while cultivating strong internal relationships.
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Private Client Support Specialist (IFA Admin) in City of London employer: Swiss Life Group
Chase de Vere is an exceptional employer that prioritises the professional growth and well-being of its employees. With a supportive work culture, competitive benefits including generous annual leave and funded training, and a commitment to integrity and excellence, employees are empowered to thrive in their careers while making a meaningful impact in the financial advice sector. Located in a dynamic environment, our team collaborates closely to deliver tailored financial strategies, ensuring that every member feels valued and integral to our mission of helping clients achieve financial security.
