Chase de Vere in Edinburgh is seeking a Private Client Support Administrator to join our team.
You will provide 1-1 support for Independent Financial Advisers, handle day-to-day queries, prepare client meeting packs and maintain client files to ensure accurate, timely service.
The role offers an excellent office environment, career development opportunities, and a benefits package including generous annual leave, pension, life assurance, training support, and flexible benefits.
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Private Client Admin | IFA Support & Growth 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.
