IFA Private Client Support Specialist

Chase De Vere in Edinburgh is seeking a Private Client Support Administrator to join our team. The role involves providing 1-1 support for Independent Financial Advisers, handling day-to-day queries, and maintaining client files throughout the application process.

You will record and update back office systems, load data onto the CRM, manage advisers’ diaries, and ensure compliance with FCA regulations and internal policies while delivering excellent service to clients and colleagues alike.

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