Private Client Administrator: Financial Services & CRM Support
Leeds
Chase de Vere is seeking an organized administrative professional to support Independent Financial Advisers in a fast-paced environment in Leeds.
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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Leeds
Chase de Vere is seeking an organized administrative professional to support Independent Financial Advisers in a fast-paced environment in Leeds.
Cardiff
Chase de Vere is seeking a Private Client Support Administrator to join our team in the UK.
Leeds
Chase de Vere is seeking an administrative professional to support Independent Financial Advisers within a national, award-winning financial advice…
City of Edinburgh
Chase de Vere is a national, award-winning independent financial advice firm established in 1969.
Leeds
Chase de Vere is a national, award-winning independent financial advice firm established in 1969.
City of Edinburgh
Chase de Vere are known as experts in our field and we pride ourselves on the reputation we have built over the past 55 years of business.
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