Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial advisers and deliver excellent service to clients.
- Company: Top independent financial advisory firm focused on client independence.
- Benefits: Annual bonus, 25 days holiday, life assurance, and flexible benefits.
- Other info: Enjoy a supportive team environment with opportunities for community volunteering.
- Why this job: Make a real difference in people's lives while growing your career.
- Qualifications: A-Level or equivalent, strong communication, and organisational skills.
The predicted salary is between 30000 - 40000 £ 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 that want to play a crucial part in improving people’s lives. We work at pace but as One Team.
What your role will involve:
- The key function of the role is to deliver an efficient and effective support service to our Advisers, while providing an excellent service to our clients.
- You will assist the Advisers in the processing of new business, 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.
Your Day To Day Role:
- To ensure that all fees related to business processing are produced and followed up as required.
- To carry out compliance documents checks in accordance with FCA guidelines and internal business standards.
- To take ownership of all business processing through to completion, closely monitoring the progress of each case and ensuring that the Advisers and the Clients are updated as and when appropriate throughout the process.
- Developing and maintaining good working relationships with all Client Support Administrators, Paraplanners, Advisers and the Central Services Management Team.
- Liaise with external providers to ensure the timely completion of transfers that affect client portfolios.
What you will need:
- Qualified to A-Level standard or equivalent essential.
- Good communication skills, both verbal and written, with the ability to instil confidence.
- Excellent prioritisation and organisational skills.
- Excellent attention to detail.
What’s in it for you?
- Opportunity to earn an annual bonus.
- 25 days holiday, plus bank holidays.
- A day off for your birthday.
- Life assurance – 4 x salary.
- Comprehensive induction and training programme.
- Funded exams and paid study leave.
- A wide range of voluntary flexible benefits to suit your individual needs.
- The option to buy additional holiday days.
- Cycle to work Scheme.
- Two paid volunteering days each year, to support your local community.
- Employee Assistance Programme with access to a 24/7 helpline.
- Access to our free mortgage service, through our internal mortgage team.
- Our Employee Forum and Diversity.
Business Processing Administrator employer: Chase de Vere Medical
Contact Detail:
Chase de Vere Medical Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Processing Administrator
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help you land that Business Processing Administrator role.
✨Tip Number 2
Prepare for interviews by researching the company and understanding their values. We want to see your passion for independent financial advice and how you can contribute to our One Team approach. Show us you’re ready to make a difference!
✨Tip Number 3
Practice your communication skills! As an Administrator, you’ll need to convey information clearly and confidently. We suggest doing mock interviews with friends or family to get comfortable with articulating your thoughts.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Business Processing Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Business Processing Administrator role. Highlight your attention to detail and organisational skills, as these are key for us in delivering excellent service.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about independent financial advice and how you can contribute to our One Team approach. Keep it concise but impactful!
Showcase Your Communication Skills: Since good communication is vital for this role, make sure your written application is clear and professional. We want to see that you can instil confidence through your words, so proofread for any errors before hitting send!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at Chase de Vere Medical
✨Know Your Stuff
Make sure you understand the role of a Business Processing Administrator inside out. Familiarise yourself with FCA regulations and internal policies, as these are crucial to the job. Being able to discuss how you would handle compliance checks or manage client communications will show that you're ready to hit the ground running.
✨Showcase Your Communication Skills
Since this role involves liaising with Advisers and clients, practice articulating your thoughts clearly and confidently. Prepare examples of how you've effectively communicated in past roles, especially in high-pressure situations. This will demonstrate your ability to instil confidence in others.
✨Demonstrate Attention to Detail
Bring along examples of your work that highlight your attention to detail. Whether it’s a project you managed or a report you compiled, be ready to discuss how you ensured accuracy and compliance. This is key in a role where processing business and compliance checks are vital.
✨Be a Team Player
The company values teamwork, so be prepared to discuss how you've collaborated with others in previous roles. Share specific instances where you’ve built relationships with colleagues or external providers to achieve a common goal. This will show that you can thrive in a 'One Team' environment.