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For Companies At a Glance
- Tasks: Support Advisers by processing new business and ensuring excellent client service.
- Company: Join one of the UK's top independent financial advisers committed to client success.
- Benefits: Enjoy professional development, cutting-edge technology, and job security within a strong group.
- Why this job: Make a real impact on people's lives while working in a supportive, team-oriented environment.
- Qualifications: A-Level standard or equivalent with strong communication and organisational skills required.
- Other info: Opportunity to grow within a thriving company that values independence and client-focused advice.
The predicted salary is between 20000 - 25000 £ per year.
Being one of the country’s top independent financial advisers is no mean feat. But our independence is key to everything we do. We believe staunchly that the best financial advice for our clients is independent financial advice. We are looking for Administrators who want to play a crucial part in improving people’s lives. We work at pace but as One Team.
THE ROLE
The key function of the role is to deliver an efficient and effective support service to the Adviser, while providing an excellent service to our clients. You will assist the Advisers in processing new business and providing excellent service to all clients, while adhering to strict FCA regulations and internal policies and procedures.
WHAT'S IN IT FOR YOU?
- If you’re the right kind of administrator to join us, you’ll find a company that wants you to be a success and will do everything to make it happen.
- Will invest heavily in your professional development and keep you at the leading edge of technology.
- Is going from strength-to-strength every year, and wants you to be part of that.
- Provides the reassurance and security of being an integral member of the Swiss Life Group.
RESPONSIBILITIES
- Ensure all fees related to business processing are produced and followed up as required.
- Carry out compliance document checks in accordance with FCA guidelines and internal standards.
- Take ownership of all business processing through to completion, monitoring progress and updating Advisers and Clients appropriately.
- Develop and maintain good working relationships with all Client Support Administrators, Paraplanners, Advisers, and the Central Services Management Team.
- Liaise with external providers to ensure timely completion of transfers affecting client portfolios.
EXPERIENCE & SKILLS
- Qualified to A-Level standard or equivalent.
- Good verbal and written communication skills, with confidence-inspiring ability.
- Excellent planning and organizational skills, with a proactive approach to workload management.
- Basic knowledge of regulatory requirements.
- Excellent attention to detail.
Business Processing Administrator employer: Chase de Vere
Contact Detail:
Chase de Vere Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Processing Administrator
✨Tip Number 1
Familiarise yourself with FCA regulations and compliance standards. Understanding these guidelines will not only help you in the role but also demonstrate your commitment to adhering to industry standards during your interview.
✨Tip Number 2
Showcase your organisational skills by preparing examples of how you've managed multiple tasks or projects in the past. This will highlight your proactive approach and ability to handle a busy workload, which is crucial for this position.
✨Tip Number 3
Build a solid understanding of the financial services industry, particularly independent financial advice. Being knowledgeable about the sector will allow you to engage more effectively with the Advisers and clients during your discussions.
✨Tip Number 4
Network with current or former employees of the company, if possible. They can provide valuable insights into the company culture and expectations, which can help you tailor your approach and stand out as a candidate.
We think you need these skills to ace Business Processing Administrator
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the key responsibilities and required skills for the Business Processing Administrator position. Tailor your application to highlight how your experience aligns with these requirements.
Craft a Strong CV: Ensure your CV is up-to-date and clearly outlines your relevant experience, particularly in administration and compliance. Use bullet points for clarity and focus on achievements that demonstrate your attention to detail and organisational skills.
Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Highlight specific experiences that showcase your ability to support advisers and manage business processing effectively, while adhering to regulations.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Chase de Vere
✨Understand the Role
Make sure you thoroughly understand the responsibilities of a Business Processing Administrator. Familiarise yourself with the key functions, such as compliance checks and client communication, so you can discuss how your skills align with these tasks.
✨Showcase Your Attention to Detail
Since this role requires excellent attention to detail, prepare examples from your past experiences where your meticulousness made a difference. Highlight any instances where you caught errors or improved processes.
✨Demonstrate Communication Skills
Effective communication is crucial in this position. Be ready to discuss how you've successfully communicated with clients and colleagues in the past. Consider sharing specific examples that showcase your verbal and written communication abilities.
✨Research the Company
Before the interview, take some time to learn about the company’s values and its approach to independent financial advice. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
