Client Operations Administrator

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. We are looking for Administrators that want to play a crucial part in improving people’s lives. We work at pace but as One Team.

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?

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

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

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