IFA Administratorat Chase De Vere Independent Financial Advisers Limited
CChase De Vere Independent Financial Advisers LimitedCardiff
CardiffFull timeOn-sitePermanent
estimated annual salary£23,000 – £27,000per yearestimated · typical for this role
apply in 1 minute no cover letter · free · confidential
?%not sure it's a fit?Upload your CV and we'll show your match in seconds.the role
Join Chase De Vere as an IFA Administrator in Cardiff and play a crucial role in supporting our Independent Financial Advisers. With a reputation built over 55 years, this is your chance to be part of a dedicated team that values excellence and client satisfaction.
what you'll get
bonusPerformance-based bonuses available
what you'll be doing
1Client SupportAssist clients with their financial queries and documentation.
2Data ManagementEnsure accurate processing of client information and records.
3Compliance ChecksConduct regular checks to maintain regulatory compliance.
4Team CollaborationWork closely with advisers to enhance client service delivery.
what you'll need
experienceRelevant administrative experience preferred
hoursFull time
startASAP
Attention to detailCommunicationOrganisationalTeamworkProblem-solving
Chase De Vere Independent Financial Advisers Limited is hiring a IFA Administrator in Bristol. Apply through TalentMatch24 — upload your CV once, no cover letter, and we'll match you here and with other employers looking for your profile.
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