At a Glance
- Tasks: Support financial advisers and deliver excellent service to clients.
- Company: Join an award-winning independent financial advice firm with a supportive culture.
- Benefits: Enjoy 25 days annual leave, a pension scheme, and paid volunteering days.
- Other info: Be part of a dynamic team within the Swiss Life Group.
- Why this job: Make a real impact while growing your career in a nurturing environment.
- Qualifications: A-Level standard or equivalent, 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.
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.
If you’re the right kind of administrator to join us, you’ll find a company:
- 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
- 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
- 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
Within the International division 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.
Central Operations 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 Central Operations Administrator in Manchester
✨Tip Number 1
Network like a pro! Reach out to current employees at Chase de Vere on LinkedIn. Ask them about their experiences and any tips they might have for landing the Central Operations Administrator role. Personal connections can make a huge difference!
✨Tip Number 2
Prepare for the interview by researching the company culture and values. Since Chase de Vere values integrity and personal growth, think of examples from your past that showcase these traits. Show them you’re not just a fit for the role, but for the team!
✨Tip Number 3
Practice common interview questions related to compliance and client service. Being able to articulate your understanding of FCA regulations and how you’ve handled client interactions in the past will set you apart from other candidates.
✨Tip Number 4
Don’t forget to follow up after your interview! A simple thank-you email expressing your appreciation for the opportunity can leave a lasting impression. Plus, it shows your enthusiasm for the role and the company!
We think you need these skills to ace Central Operations Administrator in Manchester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Central Operations Administrator role. Highlight relevant experience and skills that match the job description, like your communication skills and attention to detail.
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:Since this role requires excellent planning and organisational skills, give examples in your application of how you've successfully managed workloads or projects in the past. We love a proactive approach!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, we want to make the process as smooth as possible for you.
How to prepare for a job interview at Swiss Life
✨Know the Company Inside Out
Before your interview, take some time to research Chase de Vere. Understand their values, mission, and the services they offer. This will not only help you answer questions more effectively but also show your genuine interest in being part of their team.
✨Showcase Your Organisational Skills
As a Central Operations Administrator, you'll need excellent planning and organisational skills. Be prepared to discuss specific examples from your past experiences where you've successfully managed workloads or improved processes. This will demonstrate your proactive approach and attention to detail.
✨Prepare for Compliance Questions
Given the importance of FCA regulations in this role, brush up on basic regulatory requirements related to financial services. Be ready to discuss how you would ensure compliance in your daily tasks, as this will highlight your understanding of the industry's standards.
✨Practice Your Communication Skills
Strong verbal and written communication is key for this position. Consider practising common interview questions with a friend or family member. Focus on articulating your thoughts clearly and confidently, as this will help instil confidence in your potential employers.
