Chase de Vere is seeking a Private Client Support Administrator to join our team in the UK. The successful candidate will provide 1-1 support for Independent Financial Advisers, handle day-to-day technical queries, prepare client meeting packs, and maintain back-office systems with strict FCA compliance.
You will load data into CRM, manage adviser diaries, and ensure smooth processing of new business while upholding service standards and collaborative cross-team relationships across the business.
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Private Client Support Administrator (Finance) 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.
