Private Client Administrator - IFA Support & CRM
Job in
Basingstoke, Hampshire County, RG21, England, UK
Listed on 2026-06-01
Listing for:
Swiss Life
Full Time
position Listed on 2026-06-01
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator, Business Administration -
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
Chase de Vere, a leading independent financial advice firm in Basingstoke, seeks an experienced administrator to support Independent Financial Advisers. This role involves preparing client meeting packs, responding to queries, and managing client files.
The ideal candidate will possess previous experience in financial services and be proficient in Microsoft Office. We offer 25 days annual leave, a contributory pension scheme, life assurance, and a nurturing office environment, ensuring employees thrive in their careers.
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