IFA Private Client Support Specialist

Leeds Source: WhatJobs
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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 and

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