Private Client Support Specialist

Chase de Vere, a national independent financial advice firm, is recruiting a Private Client Support Administrator to join our team. You will provide 1-1 support for Independent Financial Advisers, handle routine technical queries, prepare client meeting packs, and maintain back-office records.

The role requires strong communication, time management, and attention to detail within a regulated environment. You will manage client files through the application stage, book review appointments, and

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