Private Client Support Specialist; IFA Admin
Listed on 2026-11-02
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Administrative/Clerical
Office Administrator/ Coordinator, Finance Assistant -
Finance & Banking
Office Administrator/ Coordinator, Finance Assistant
Location: City Of London
Chase de Vere is a national, award-winning independent financial advice firm seeking a Private Client Support Administrator. The successful candidate will provide 1-1 support for Independent Financial Advisers, respond to queries, prepare client meeting packs, and maintain client files throughout the application process.
The role involves processing new business, updating data on the CRM, booking reviews, and ensuring FCA compliance while cultivating strong internal relationships.
Consider building your career as a Private Client Support Specialist (IFA Admin) at Swiss Life Group.
We would love to welcome a new Private Client Support Specialist (IFA Admin) to our group in City Of London, England, United Kingdom.
For the Private Client Support Specialist (IFA Admin) position at Swiss Life Group, we are reviewing applications now.
Step into the Private Client Support Specialist (IFA Admin) role at Swiss Life Group in City Of London, England, United Kingdom and grow with us.
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