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0345 300 6256
To arrange a free, no obligation meeting

Administrator

  • Job Title:
    Administrator
  • Location:
    Sheffield
  • Office:
    Sheffield
  • Job Reference:
    CDV199
  • Job Purpose:

    To provide a proficient and proactive administration support service for Chase de Vere’s Independent Financial Advisers. To assist the Advisers in the procurement and processing of new business, the servicing of existing clients, and the provision of an excellent service to all clients, while adhering at all times to the strict FCA regulations and internal policy and procedure.

     

  • Job Context:

    The role holder will support between one and three Independent Financial Advisers, dependent upon their own level of experience / knowledge and the Advisers level of business production.

     

    The key function of the role is to deliver an efficient and effective support service to the Adviser, while providing an excellent service to the client.

     

    Chase de Vere has 13 offices throughout the UK, which differ in their size and adviser business production, however, the key purpose and accountabilities of the administration role remains the same across the business. The majority of the Advisers are office based, but some work from home and will therefore be supported remotely from the office.

  • Contact Email:

For further details about the role please click here

To apply for this role please send your cv and a covering email to adviserrecruitment@chasedevere.co.