Chase de Vere is recruiting a Private Client Administrator to provide dedicated support to Independent Financial Advisers and clients. The role focuses on processing new business, maintaining back office records and coordinating client meetings within FCA guidelines.
You will work across the Microsoft Office suite, manage diaries, and ensure accurate data input into the CRM. A proactive, organised mindset and attention to detail are essential for success in this busy, professional environment.
#J-18808-Ljbffr
Private Client Services Specialist in Bath employer: Swiss Life
Chase de Vere, part of Swiss Life, is an excellent employer that prioritises employee growth and development within a supportive work culture. Located in a dynamic environment, we offer competitive benefits and a collaborative atmosphere where you can take ownership of your role, ensuring meaningful contributions to our clients and the team.
