Private Client Administrator

Swiss Life

Bath, United Kingdom
Experience in financial advisory firm
Good communication skills
Time management and organisational skills
Chase de Vere is dedicated to helping clients achieve financial security and peace of mind for the future

Job Summary

  • Chase de Vere is dedicated to helping clients achieve financial security and peace of mind for the future.
  • The role involves providing 1-1 support for Independent Financial Advisers and managing client interactions.
  • Employees benefit from a nurturing culture, competitive salary, and opportunities for professional development.

Matching Summary

Chase de Vere is dedicated to helping clients achieve financial security and peace of mind for the future.

Skills & Requirements

Must-have

  • Experience in financial advisory firm
  • Good communication skills
  • Time management and organisational skills

Nice-to-have

  • Attention to detail
  • Ability to work under pressure
  • Confident in Microsoft Office Suite

Key Requirements

  • Experience working within defined service standards
  • Ability to prioritise workload
  • Comfortable in a fast-paced environment

Work Rights

Not specified

Tailored Resume

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