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Private Client Support Specialist — Financial Admin

Job in Bath, Somerset County, BA1, England, UK
Listing for: Chase de Vere Medical
Full Time position
Listed on 2026-03-11
Job specializations:
  • Finance & Banking
    Financial Consultant, Business Administration, Accounting & Finance
Job Description & How to Apply Below
A leading financial advisory firm in Bath is seeking a Private Client Support Administrator. This role involves providing 1-1 support for Independent Financial Advisers, responding to queries, preparing client meeting packs, and maintaining client files. Candidates should have experience in a financial advisory environment and excellent communication skills. Benefits include an annual bonus, 25 days holiday plus bank holidays, and a comprehensive training programme, contributing to a progressive career in a supportive culture.
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