Chase de Vere in London is seeking a Private Client Support Administrator to provide 1-1 support for Independent Financial Advisers, prepare client meeting packs, and maintain back-office records. The role requires strong MS Office skills and experience in financial services, ideally with IFA exposure.
You will handle data loading, diary management, and FCA-compliant processing, contributing to efficient client service and agency workflows within a supportive, award-winning firm.
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Private Client Support Specialist (IFA Back Office) 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.
