2 of 2 Business Case Jobs in Bath

Private Client Support Administrator to join our team. WHAT YOU WILL NEED Experience of working within a financial advisory firm. It shows you have an understanding of our business and that you are comfortable working in this demanding yet rewarding industry. Experience working within defined service standards, policies and procedures Good communication skills, via email and phone, are … Administrators and Clients Recording and updating the back office systems Booking client review appointments and managing IFA's diary Maintaining client files throughout the application stage Processing new business received via post or online Loading relevant data on to the CRM database Updating IFA's & Clients' on the progress of their new business cases Adhering to … FCA regulations and internal policy and procedure Developing and maintaining strong working relationships with colleagues across the business WHAT'S IN IT FOR YOU? By joining Chase de Vere, you'll have a progressive career with great benefits and a nurturing culture that makes you part of something special. Opportunity to earn an annual bonus A day off More ❯

Private Client Support Administrator to join our team. WHAT YOU WILL NEED Experience of working within a financial advisory firm. It shows you have an understanding of our business and that you are comfortable working in this demanding yet rewarding industry. Experience working within defined service standards, policies and procedures Good communication skills, via email and phone, are … client meeting packs Recording and updating the back office systems Booking client review appointments and managing IFA's diary Maintaining client files throughout the application stage Processing new business received via post or online Loading relevant data on to the CRM database Updating IFA's & Clients' on the progress of their new business cases Adhering to … FCA regulations and internal policy and procedure Developing and maintaining strong working relationships with colleagues across the business By joining Chase de Vere, you'll have a progressive career with great benefits and a nurturing culture that makes you part of something special. Alongside a competitive salary with the opportunity to earn an annual bonus, we also provide More ❯