At a Glance
- Tasks: Support financial advisers and ensure excellent service for clients.
- Company: Join an award-winning financial advice firm with a focus on personal growth.
- Benefits: Enjoy 25 days annual leave, a pension scheme, and paid study leave.
- Other info: Be part of a dynamic team with opportunities for professional development.
- Why this job: Make a real impact while developing your career in a supportive environment.
- Qualifications: A-Level standard or equivalent, with strong communication and organisational skills.
The predicted salary is between 30000 - 42000 £ 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. 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.
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 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.
WHAT'S IN IT FOR YOU?
- That wants you to be a success and will do everything we can to make it happen
- That will invest heavily in your professional development and keep you at the leading edge of technology
- That is going from strength-to-strength every year, and want you to be a part of that
- That provides the reassurance and security of being an integral member of the Swiss Life Group
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
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.
Alongside a competitive salary with the opportunity to earn an annual bonus, we also provide the below 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
Are you looking for a career in a dynamic and international environment?
Within the International divison of Swiss Life, we are looking for self-determined individuals ready to unleash their talent and shape their career. We have offices in ten countries under four brands. Check out below to discover more about them! With its two business lines, Swiss Life Global Solutions offers a broad range of tailored cross-border life insurance solutions to wealthy individuals (Global Private Wealth Solutions) and to international companies (Global Employee Benefits Solutions). Swiss Life Global Solutions operates in Luxembourg, Liechtenstein, Zurich and Singapore. Follow us on LinkedIn elipsLife is an insurance company for institutional clients (B2B business). We focus on insurance products that cover the financial consequences of illness and accidents. At the forefront of our activities are occupational and private pension provision for death and disability risks. Our clients are companies, collective foundations, pension funds and associations. We are present in Italy, Liechtenstein, the Netherlands and Switzerland. Follow us on LinkedIn With offices across the UK and more than 200 professional advisers, Chase de Vere is one of the country's leading independant financial advisers. It covers a wide range of services, including pensions, estate planning, care funding and wealth management, as well as business protection, employee benefits and workplace financial education. Follow us on LinkedIn Swiss Life Select is specialised in financial planning for private households and the brokerage of financial products. In Austria, Czech Republic and Slovakia, Swiss Life Select accompanies its clients in all situations and supports them in leading a self-determined life. Follow us on LinkedIn: Swiss Life Select Austria Swiss Life Select Czech Republic Swiss Life Select Slovakia
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Business Processing Administrator in Manchester employer: Swiss Life
Chase de Vere, part of Swiss Life, is an excellent employer that prioritises employee growth and development within a supportive work culture. Located in a dynamic environment, we offer competitive benefits and a collaborative atmosphere where you can take ownership of your role, ensuring meaningful contributions to our clients and the team.
StudySmarter Expert Advice🤫
We think this is how you could land Business Processing Administrator in Manchester
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and practising common questions. Show them you’re not just another candidate; you’re genuinely interested in what they do and how you can contribute.
✨Tip Number 3
Follow up after your interviews! A quick thank-you email can go a long way in keeping you top of mind. It shows your enthusiasm and professionalism, which are key traits we value at StudySmarter.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team at Chase de Vere.
We think you need these skills to ace Business Processing Administrator in Manchester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Business Processing Administrator role. Highlight your communication skills, attention to detail, and any relevant experience in compliance or financial services.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about joining Chase de Vere and how you can contribute to our mission of helping clients achieve financial security.
Showcase Your Organisational Skills:In your application, give examples of how you've effectively managed your workload in previous roles. We love candidates who can demonstrate excellent planning and organisational skills!
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of success. It’s the easiest way for us to review your application and get you on the path to joining our fantastic team!
How to prepare for a job interview at Swiss Life
✨Know Your Stuff
Before the interview, make sure you understand the role of a Business Processing Administrator. Familiarise yourself with FCA regulations and internal policies that are relevant to the job. This will show that you're serious about the position and ready to hit the ground running.
✨Showcase Your Communication Skills
Since good communication is key in this role, prepare examples of how you've effectively communicated with clients or team members in the past. Be ready to discuss how you can instil confidence in clients and colleagues alike.
✨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 created, be prepared to explain how your meticulous nature has benefited your previous employers.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the company culture, professional development opportunities, or how success is measured in the role. This shows your genuine interest in the position and helps you determine if it's the right fit for you.
