Financial Advisory Operations Specialist

Chase de Vere, part of Swiss Life, is seeking a diligent Client Services professional to support Advisers and deliver high-quality client service. You will help process new business, perform compliance checks, and ensure FCA regulations are followed while maintaining strong communication with clients and internal teams.

The role emphasizes ownership of tasks from start to finish, coordinating with Paraplanners, Administrators and Advisers, and maintaining accurate records and timely updates

#J-18808-Ljbffr…