Chase de Vere is seeking a Private Client Support Administrator to join our team. You will provide 1-1 administrative support to Independent Financial Advisers, manage client files, and process new business, while ensuring FCA compliance.
The role involves handling day-to-day queries, updating back-office systems and preparing client meeting packs. A strong command of Microsoft Office, attention to detail, and a proactive approach are essential for success.
Private Client Support Specialist in Manchester 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.
