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Private Client Support Pro for Financial Advisers

Chase de Vere Medical
Cardiff · posted 21 August 2026
Location
Cardiff, Wales
Category
Management & Operations, IT & Technology

Chase de Vere is seeking a Private Client Support Administrator to join our team in the UK. The role focuses on delivering high-quality administrative support to Independent Financial Advisers, handling queries, preparing client meeting packs, and maintaining accurate records in back-office systems.

You will manage diaries, process new business, and ensure compliance with FCA regulations. Attention to detail and excellent communication are essential as you collaborate with advisers, clients and

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