Private Client Support Specialist
Job Description & Overview
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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Key Details
- Date Posted: 19 Oct 2026
- Location: cardiff
- Employment Type: Permanent
- Category: Finance, IT & Technology
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Swiss Life
Verified Transport EmployerVerified transport and logistics firm operating commercial fleets across the UK network.
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