Private Client Support Administrator (Finance)

Job Description

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.