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 Paraplanners and Administrators in a collaborative setting.
- 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 30000 - 40000 £ 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 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.
