At a Glance
- Tasks: Support Independent Financial Advisers by managing client records and preparing meeting packs.
- Company: Join Chase de Vere, an award-winning financial advice firm with a collaborative culture.
- Benefits: Enjoy a supportive environment with strong internal training and career growth opportunities.
- Other info: Be part of a dynamic team focused on compliance and data integrity.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Strong administrative skills and attention to detail are essential.
The predicted salary is between 49500 - 60500 £ per year.
Chase de Vere is seeking an administrative professional to support Independent Financial Advisers within a national, award-winning financial advice firm. You will manage client records, prepare meeting packs, and handle day-to-day queries, all while ensuring FCA-compliant processes and data integrity.
The role focuses on providing back-office support, maintaining CRM data, and coordinating adviser schedules in a collaborative, growth-oriented environment with strong internal training.
IFA Private Client Support Specialist in Leeds 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.
