At a Glance
- Tasks: Support financial advisers by managing client documentation and responding to queries.
- Company: Join Chase de Vere, a leading independent financial advice firm with a supportive culture.
- Benefits: Enjoy 25 days annual leave, a pension scheme, and funded training opportunities.
- Other info: Access to a nurturing culture with excellent career progression and volunteering opportunities.
- Why this job: Make a real impact while developing your career in a fast-paced environment.
- Qualifications: Good communication skills and time management are essential; experience in finance is a plus.
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.
Fast paced, varied and demanding. Our client support administration teams work closely with the financial advisers and paraplanners to ensure that we deliver the best possible service to both new and existing clients. Supported by our experienced operations management and learning and development team, our client support administrators receive full industry training to ensure their knowledge is of a high standard.
The role within client support administration is perfect for experienced administrators and those looking to take their first steps into the industry. With dedicated training courses and funded exam study our client support administrators can develop their skills, knowledge and expertise in the role. For those looking to progress their careers into paraplanning or advice, our inhouse paraplanner and adviser academy programmes, can support you on your journey, when the time comes.
WHAT YOU WILL NEED
- Experience of working within a financial advisory firm. It shows you have an understanding of our business and that you are comfortable working in this demanding yet rewarding industry.
- Good communication skills, via email and phone, are an essential quality that we would look for when recruiting administrative professionals. From correspondence with product providers to dealing with requests from advisers and clients, confident communication skills are paramount.
- Good time management and organisational skills are vitally important. You will be supporting numerous advisers and managing a variety of tasks and deadlines at any one time, so the ability to prioritise your workload and deliver under pressure is critical.
- The ability to work in a fast-paced environment whilst maintaining excellent attention to detail.
WHAT YOUR ROLE WILL INVOLVE
Our advisers couldn’t do the role they do without the assistance of our client support teams. From producing new business packs to being on the end of the phone to answer any questions, our advisers and administration teams work closely to ensure our clients receive the best level of service.
Your day-to-day role:
- Producing and collating client meeting documentation for our advisers - this includes portfolio valuations, application forms and regulatory documents.
- Processing fees in relation to new and ongoing business and following up for payment
- Monitoring and updating the progress of all new business
- Completing anti-money laundering checks and ensuring all client service meets FCA guidelines and company service standards
- Responding to queries and enquiries from advisers, clients and product providers
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
Client Support 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 Client Support Administrator in Manchester
✨Tip Number 1
Network like a pro! Reach out to people in the financial advisory field, especially those at Chase de Vere. A friendly chat can open doors and give you insights that might just land you an interview.
✨Tip Number 2
Prepare for the interview by researching common questions for client support roles. Think about how your skills match what they’re looking for, and be ready to share examples of your experience.
✨Tip Number 3
Show off your communication skills! Whether it’s a phone call or an email, make sure you come across as confident and professional. This is key in a client support role, so practice makes perfect!
✨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 connect directly with us.
We think you need these skills to ace Client Support Administrator in Manchester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight any relevant experience in financial advisory or administration, and don’t forget to showcase your communication skills!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about the role and how your background makes you a great fit for our team at Chase de Vere. Keep it concise but engaging!
Showcase Your Organisational Skills:Since time management and organisation are key for this role, consider including examples of how you've successfully managed multiple tasks or projects in the past. This will show us you can handle the fast-paced environment!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the details you need about the role there!
How to prepare for a job interview at Swiss Life
✨Know Your Stuff
Before the interview, brush up on your knowledge of financial advisory services. Familiarise yourself with common terms and processes in the industry, as this will show that you understand the role and can communicate effectively with advisers and clients.
✨Showcase Your Communication Skills
Since good communication is key for a Client Support Administrator, practice articulating your thoughts clearly. Prepare examples of how you've successfully communicated in previous roles, whether through email or phone, to demonstrate your ability to handle client queries.
✨Demonstrate Time Management
Be ready to discuss how you prioritise tasks and manage your time effectively. Think of specific instances where you juggled multiple responsibilities and met deadlines, as this will highlight your organisational skills and ability to thrive in a fast-paced environment.
✨Attention to Detail is Crucial
Prepare to give examples of how you've maintained accuracy in your work. Whether it's processing documents or completing checks, showing that you can pay attention to detail while working under pressure will be a big plus in your interview.
