At a Glance
- Tasks: Support Advisers by processing new business and performing compliance checks.
- Company: Chase de Vere, part of Swiss Life, known for high-quality client service.
- Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
- Other info: Opportunity to work closely with experienced professionals in the financial sector.
- Why this job: Join a dynamic team and make a real difference in client services.
- Qualifications: Strong communication skills and attention to detail are essential.
The predicted salary is between 45000 - 55000 £ per year.
Chase de Vere, part of Swiss Life, is seeking a diligent Client Services professional to support Advisers and deliver high-quality client service. You will help process new business, perform compliance checks, and ensure FCA regulations are followed while maintaining strong communication with clients and internal teams.
The role emphasizes ownership of tasks from start to finish, coordinating with Paraplanners, Administrators and Advisers, and maintaining accurate records and timely updates.
Financial Advisory Operations Specialist in Manchester employer: Swiss Life
Chase de Vere, part of Swiss Life, is an excellent employer that prioritises employee development and a collaborative work culture. With a focus on delivering high-quality client service, employees benefit from comprehensive training opportunities and a supportive environment that encourages ownership and accountability in their roles. Located in a vibrant area, the company offers a unique chance to grow professionally while making a meaningful impact in the financial advisory sector.
