Client Support Administrator

Chase de Vere

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 in-house 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 is beneficial. 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

Suchen Sie einen Job in einem dynamischen und internationalen Umfeld?

Bei Swiss Life International suchen wir selbstbestimmte Persönlichkeiten, die bereit sind, ihr Talent zu entfalten und ihre Karriere zu gestalten. Wir sind in zehn Ländern mit vier Marken vertreten. Unten erfahren Sie mehr darüber.

Swiss Life Global Solutions bietet mit ihren beiden Geschäftsbereichen eine breite Palette von massgeschneiderten, grenzüberschreitenden Lebensversicherungslösungen für vermögende Privatpersonen (Global Private Wealth Solutions) und für internationale Unternehmen (Global Employee Benefits Solutions) an. Swiss Life Global Solutions ist in Luxemburg, Liechtenstein, Zürich und Singapur tätig. Folgen Sie uns auf LinkedIn

elipsLife ist ein Versicherungsunternehmen für institutionelle Kunden (B2B-Geschäft). Wir konzentrieren uns auf Versicherungsprodukte zur Absicherung der finanziellen Folgen von Krankheit und Unfall. Im Vordergrund unserer Tätigkeit steht die betriebliche und private Vorsorge für die Risiken Tod und Invalidität. Unsere Kunden sind Unternehmen, Sammelstiftungen, Pensionskassen und Verbände. Wir sind in Italien, Liechtenstein, den Niederlanden und der Schweiz vertreten. Folgen Sie uns auf LinkedIn

Mit Niederlassungen in ganz Grossbritannien und mehr als 200 professionellen Beratern ist Chase de Vere einer der führenden unabhängigen Finanzberater des Landes. Das Unternehmen deckt ein breites Spektrum an Dienstleistungen ab, darunter Altersvorsorge, Nachlassplanung, Pflegefinanzierung und Vermögensverwaltung sowie Unternehmensschutz, Sozialleistungen und finanzielle Bildung am Arbeitsplatz. Folgen Sie uns auf LinkedIn

Swiss Life Select ist auf die Finanzplanung für private Haushalte und die Vermittlung von Finanzprodukten spezialisiert. In Österreich, Tschechien und der Slowakei begleitet Swiss Life Select seine Kunden in allen Lebenslagen und unterstützt sie dabei, ein selbstbestimmtes Leben zu führen. Folgen Sie uns auf LinkedIn:

• Swiss Life Select Österreich
• Swiss Life Select Tschechische Republik
• Swiss Life Select Slowakei