At a Glance
- Tasks: Support financial advisers and ensure excellent client service while adhering to regulations.
- Company: Join Chase de Vere, an award-winning independent financial advice firm with a supportive culture.
- Benefits: Enjoy 25 days annual leave, pension scheme, life assurance, and paid study leave.
- Other info: Dynamic environment with opportunities for professional development and community involvement.
- Why this job: Make a real impact in clients' financial futures while growing your career.
- Qualifications: A-Level standard or equivalent, strong communication skills, and attention to detail.
The predicted salary is between 43335 - 52965 £ per year.
Chase de Vere is a national, award-winning independent financial advice firm established in 1969. We offer tailored, whole-of-market solutions and provide expert financial advice to individuals and businesses. Our purpose is to help clients "be future confident," which also means empowering our employees with the tools, support, and opportunities to thrive in their careers. At Chase de Vere, we value excellence, integrity, and personal growth. Joining our team means being part of a supportive environment where your professional development is prioritised, and your contributions are recognised. If you’re looking for a place where you can make a real impact and grow your career, consider Chase de Vere. Together, we help clients achieve financial security and peace of mind for the future.
Role summary
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 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.
Responsibilities
- To ensure that all fees in relation 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
Experience & Skills
- Qualified to A-Level standard or equivalent essential
- Good communication skills, both verbal and written, with the ability to instil confidence
- Excellent planning and organisational skills, with a proactive approach to the role and management of your individual workload
- Basic knowledge of regulatory requirements
- Excellent attention to detail
Benefits
- 25 days annual leave (increases to 30 days with service) plus Bank Holidays
- Contributory pension scheme
- Life assurance – 4 x annual 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
- Paid volunteering days each year
- 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
Central Operations Administrator in Manchester employer: Swiss Life
Chase de Vere is an exceptional employer that prioritises the professional growth and well-being of its employees. With a supportive work culture, comprehensive training programmes, and a range of benefits including generous annual leave and a contributory pension scheme, employees are empowered to thrive in their careers while making a meaningful impact in the financial advice sector. Located in the UK, Chase de Vere offers a dynamic environment where your contributions are valued, and you can truly help clients achieve financial security.
