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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 a bonus, extra holiday, life assurance, and flexible benefits tailored to you.
- Why this job: Be part of a supportive team that values your growth and community impact.
- Qualifications: A-Level or equivalent required; strong communication and organisational skills essential.
- Other info: Access to training, volunteering days, and a vibrant company culture.
The predicted salary is between 28800 - 43200 £ per year.
Business Processing Administrator
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?
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 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 & Inclusion group
- Local and companywide events in support of our company charities
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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 the interview process.
✨Tip Number 2
Showcase your organisational skills by preparing examples of how you've successfully managed multiple tasks or projects in the past. This will highlight your ability to prioritise and stay on top of business processing demands.
✨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 Advisers and clients during your interactions.
✨Tip Number 4
Network with current employees or professionals in similar roles. Engaging with them can provide insights into the company culture and expectations, which can be invaluable when preparing for interviews.
We think you need these skills to ace Business Processing Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the role of a Business Processing Administrator. Emphasise your communication skills, attention to detail, and any previous administrative roles.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for providing excellent client service and your understanding of the financial advice sector. Mention how you can contribute to the team and support the Advisers effectively.
Highlight Relevant Qualifications: Clearly state your qualifications, especially if you have A-Level or equivalent qualifications. If you have completed any relevant training or certifications, be sure to include those as well.
Proofread Your Application: Before submitting, carefully proofread your application 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 processing new business and compliance checks, as this will help you answer questions confidently.
✨Showcase Your Communication Skills
Since excellent communication is crucial for this role, prepare examples that demonstrate your verbal and written communication skills. Think of situations where you effectively communicated with clients or team members to resolve issues.
✨Highlight Attention to Detail
Given the importance of accuracy in compliance and business processing, be ready to discuss how you ensure attention to detail in your work. You could mention specific tools or methods you use to minimise errors.
✨Demonstrate Teamwork
As the role involves working closely with Advisers and other team members, prepare to share experiences where you successfully collaborated with others. Emphasise your ability to build good working relationships and contribute to a team environment.