Chase de Vere is a national, award-winning independent financial advice firm seeking a Private Client Support Administrator. The successful candidate will provide 1-1 support for Independent Financial Advisers, respond to queries, prepare client meeting packs, and maintain client files throughout the application process.
The role involves processing new business, updating data on the CRM, booking reviews, and ensuring FCA compliance while cultivating strong internal relationships.
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The Private Client Support Specialist (IFA Admin) position in the Management & Operations, IT & Technology field is open for applications.
We have an opening for a Private Client Support Specialist (IFA Admin) in City Of London, England, United Kingdom within Management & Operations, IT & Technology.
This role, Private Client Support Specialist (IFA Admin) at Swiss Life Group, could be your next move.