Private Client Support Specialist – Financial Services

Chase de Vere in Edinburgh is seeking a Private Client Support Administrator to provide 1-1 support for Independent Financial Advisers and handle day-to-day queries. You will process new business, prepare client packs, and maintain accurate back-office records in a busy financial services environment.

Applicants should have prior administrative experience in financial services, be proficient with Microsoft Office, and work to defined service standards while ensuring FCA compliance.

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