At a Glance
- Tasks: Support Independent Financial Advisers and manage client queries with precision.
- Company: Join Chase de Vere, a leading financial services firm in Cardiff.
- Benefits: Enjoy competitive pay, career development, and a supportive team environment.
- Other info: Opportunity for growth in a dynamic and professional setting.
- Why this job: Make a difference by providing essential support to financial advisers and clients.
- Qualifications: Strong communication skills and attention to detail are essential.
The predicted salary is between 22050 - 26950 £ per year.
Chase de Vere is recruiting a Private Client Support Administrator to join our team in Cardiff.
You will provide 1-1 support for Independent Financial Advisers, handle day-to-day queries, and prepare client meeting Packs and CRM updates.
Key duties include booking appointments, maintaining client files, and updating advisers on progress while ensuring FCA compliance and high standards of service.
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Private Client Support Specialist in Cardiff 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.
