Chase de Vere in Edinburgh is seeking a Private Client Support Administrator to provide 1-1 support for Independent Financial Advisers and handle day-to-day queries. You will process new business, prepare client packs, and maintain accurate back-office records in a busy financial services environment.
Applicants should have prior administrative experience in financial services, be proficient with Microsoft Office, and work to defined service standards while ensuring FCA compliance.
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Private Client Support Specialist - Financial Services 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.
