Private Client Administrator: Financial Services & CRM Support

Chase de Vere is seeking an organized administrative professional to support Independent Financial Advisers in a fast-paced environment in Leeds. You will handle day-to-day queries, prepare client meeting packs and update client records while ensuring FCA compliance and policies are followed.

The role involves managing back office tasks, booking meetings, loading data into the CRM, and maintaining strong working relationships across teams. A background in financial services is advantageous.

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