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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. Chase De Vere are known as experts in our field and we pride ourselves on the reputation we have built over the past 55 years of business. We know we can’t achieve the results we do without the right people. We are currently looking to recruit a Private Client Support Administrator to join our team. 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. Experience working within defined service standards, policies and procedures 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 a busy adviser 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. Be confident using all programmes within the Microsoft Office Suite (Word\u002F Excel\u002F PowerPoint) WHAT YOUR ROLE WILL INVOLVE Providing 1-1 support for Independent Financial Advisers Responding to day to day technical and process queries from Advisers, Administrators and Clients Preparing client meeting packs Recording and updating the back office systems Booking client review appointments and managing IFA’s diary Maintaining client files throughout the application stage Processing new business received via post or online Loading relevant data on to the CRM database Updating IFA’s & Clients’ on the progress of their new business cases Adhering to FCA regulations and internal policy and procedure Developing and maintaining strong working relationships with colleagues across the business 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\u002F7 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",{"id":528,"slug":529,"title":530,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":531},1232,"senior-manager-chase-de-vere-independent-financial-advisers-limited","Senior Manager","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. Focused, motivational and inspiring. Our Senior Managers are responsible for motivating and leading our Financial Advisers and sharing best practice. Managing a team of independent Financial Advisers requires someone with a proven record of leading by example, someone who is skilled at coaching and who has excellent industry knowledge. As a Senior Manager at Chase de Vere, we will give you the platform to work alongside some of the best Advisers in the business. Our teams are made up of experienced Advisers alongside those who are just beginning their career within the industry. It is the role of the Senior Manager to adapt their management style to meet all levels of experience. A successful Senior Manager will have the skills and experience to develop and support Advisers at all stages of their career. We know that the best Advisers are those who remain connected with their clients, building a trusted relationship. Our Senior Managers support and encourage this through regular client observations, focused one to one meetings and feedback and coaching sessions. WHAT YOU WILL NEED The Level 4 Diploma in Regulated Financial Advice Dip PFS is essential as you will be responsible for the oversight of regulated individuals. J07 (supervision in a regulated environment) or the equivalent would be a distinct advantage. Significant prior experience in a managerial role, specifically managing financial advisers, alongside excellent knowledge and experience of the advisory process. Flexible management and coaching styles enabling you to meet the needs of a team of advisers varying in experience. Proven success as a business leader with commercial acumen and the ability to deliver though others. The ability to work in a fast-paced environment whilst maintaining positive relationships with your team and key stakeholders. WHAT YOUR ROLE WILL INVOLVE Our Senior Managers work closely with their team of Advisers to ensure that each individual meets or exceeds their quarterly and yearly business plan. From regular observations, one to one meetings and coaching sessions, to identifying opportunities through data analysis and market research, our Senior Managers are motivated to ensure each individual in their team is delivering the best possible advice and ongoing service to their clients in a compliant manner. Your day-to-day role Developing objectives and creating business plans for individuals within the team Coaching and mentoring Advisers to ensure business plans are met Taking overall responsibility for achieving cumulative team performance expectations Working closely with Operations and Paraplanning Managers Implementing effective training and development programmes Responsible for certain categories of business “sign off” in accordance with company requirements Demonstrating behaviours that are consistent with the FCA’s Statement of Principle and Code of Practice for Approved Persons To ensure the effective delivery of the Senior Management and Certification Regime 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\u002F7 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",{"id":533,"slug":534,"title":151,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":535},1233,"independent-financial-adviser-chase-de-vere-independent-financial-advisers-limited","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. Knowledgeable, trustworthy and proactive. Chase de Vere Financial Advisers listen, advise and work solidly to help our clients plan a financial future that is right for them. Alongside the Level 4 Diploma in Regulated Financial Planning, many of our Advisers have achieved Chartered status. We know that the role of a Financial Adviser is more than just the qualification. It is about recognising business development opportunities, building your confidence and understanding the value of providing truly independent financial advice. This doesn’t happen overnight. This takes time, patience and dedication. Our team at Chase de Vere have the expertise and experience to enable you to achieve your aspirations. WHAT YOU WILL NEED The Level 4 Diploma in Regulated Financial Planning. You can’t advise without this qualification, so it is an essential requirement when considering this role. Networking, presentation and business development skills are central to being a successful Independent Financial Adviser. Our Senior Managers and Competence and Development Team will support you to develop these skills but if you have any experience in these areas it can be really helpful. Self-motivated, engaging, compassionate and client focused are some of the behaviours and qualities that you will need to succeed in this fast paced, rewarding industry. The passion and drive to succeed, while delivering the best possible service to our clients. WHAT YOUR ROLE WILL INVOLVE This role specialises within our expert Private Wealth divisions. Our clients are professionals at varying stages of their career who are looking to plan ahead in order to secure their financial futures. Your day-to-day role Working closely with our experienced team to develop and enhance your skills within financial advice Providing holistic financial advice to prospective and existing clients Compiling accurate investment reports that reflect client requirements and meet our internal business standards Undertaking regular fact-finding, presentations and service review meetings with clients Striving to recognise and develop new business opportunities Following up on all enquiries to further enhance your business prospects Generating a pipeline of business in order to meet your business plan 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\u002F7 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",{"id":537,"slug":538,"title":539,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":540},1234,"senior-investment-analyst-chase-de-vere-independent-financial-advisers-limited","Senior Investment Analyst","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. Reporting to the Head of Discretionary Investment Management, the Senior Fund Analyst will be a crucial member of of an Investment Team that manages over £3bn of retail money in discretionary model portfolios and advises on a further £7bn. The range of discretionary model portfolios hold around 80 open ended retail investment funds and, the Senior Fund Analyst’s primary responsibility will be for the ongoing due diligence of many of these funds and locating new investments for the discretionary model portfolios. WHAT YOUR ROLE WILL INVOLVE Screening the global fund universe for new investments Arranging and hosting fund manager meetings. Writing up fund manager meeting notes Pitching new fund ideas to the broader Investment Team Updating internal fund due diligence reports Ensuring funds comply with internal rules The Senior Fund Analyst will participate in team meetings including discussions around asset allocation, funds, and portfolios construction. The Senior Fund Analyst will also be involved in other day to day tasks undertaken by the Investment Team as required, including responding to adviser queries, investment writing for marketing material, and maintaining process documents. WHAT YOU WILL NEED Ideally at least 5 years previous experience in a role analysing investment funds and\u002F or other investment securities. Previous experience in a role carrying out due diligence with Fund Managers on a face-to-face basis Previous experience of roles with a strong compliance and regulatory focus A comprehensive understanding of the financial services sector and regulatory context Experience using Morningstar Direct, FE Analytics, Refinitiv and Microsoft Excel is desirable CFA qualifications would be an advantage 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\u002F7 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",{"id":542,"slug":543,"title":242,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":544},1235,"paraplanner-chase-de-vere-independent-financial-advisers-limited","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. Researching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Supported by our experienced paraplanning management and development team, you will have the opportunity to work on a wide range of client cases of varying complexity, continually developing your skill and expertise. Our paraplanning teams have exceptional technical and industry knowledge with many having secured their Level 4 Diploma in Regulated Financial Planning, with some continuing their studies towards Chartered. Whilst these qualifications are important, the role of a paraplanner requires so much more – the ability to work independently, a keen eye for detail and a real passion to provide the best independent financial research and advice for our clients. WHAT YOU WILL NEED Technical knowledge is essential in this role, so it is a requirement that you have secured a number of your financial planning (R0) qualifications and be striving to complete your Diploma in Regulated Financial Planning. Experience in a paraplanning role is essential, so we would require you to have worked as a paraplanner for a minimum of 2 years. Teamwork and collaboration are vitally important within this role. If a member of your team is in the midst of a complex report and an urgent piece of work comes in, our paraplanners go above and beyond to help one another out. The ability to work in a fast-paced environment whilst maintaining excellent attention to detail. WHAT YOUR ROLE WILL INVOLVE Our paraplanners are critical to our business and the work they do is hugely valued by our clients. Alongside preparing recommendations, our paraplanners review our clients’ finances on an annual basis, asses their exposure to risk and update their financial strategy to reflect their changing circumstances. Your day-to-day role Conducting research on clients’ financial planning arrangements, both existing and recommended, to ensure that the client’s needs and objectives are met. Undertaking investment portfolio analysis, including asset allocation analysis in line with the clients stated attitude to risk. Compiling investment, pension and protection illustrations, projections and associated documentation. Writing technical and accurate suitability reports and client service agreement letters Ensuring client files comply with both FCA regulations and our internal policy and procedures. 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\u002F7 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",{"id":546,"slug":547,"title":548,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":549},1236,"group-risk-administrator-chase-de-vere-independent-financial-advisers-limited","Group Risk 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. The Corporate risk and Healthcare administrator supports all areas of corporate risk to Chase de Vere Advice and Operations teams. The role requires an advanced knowledge of Excel, a proven track record of a methodical and disciplined approach and the ability to communicate with providers and colleagues over technical queries, and confidence to detect and resolve issues that arise. THE ROLE The Corporate & Healthcare Administrator will be expected to develop strong relationships with providers, Chase de Vere Advisers and Corporate Administrators. WHAT'S IN IT FOR YOU? If you’re the right kind of senior 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 assist in operating a broking and re-broking desk and promote greater use of the skills and knowledge of the Corporate Risk Team To research technical queries relating to corporate risk products and to be recognised as a reliable source of information To keep Chase de Vere Corporate Team up to date with issues and changes within the corporate risk market Liaise with product providers To build and maintain effective working relationships with other areas and colleagues in the region\u002Fconsulting processing to ensure everybody is working together towards the same goals Attain\u002Fretain high level of product and business knowledge about all corporate risk products To assist and support the consultants in the securing of new business as necessary To maintain and update the Corporate Risk & Healthcare scheme database Any other duties as deemed appropriate to the role EXPERIENCE AND SKILLS Qualified to A-Level standard or equivalent essential Good communication skills, both verbal and written, with the ability to instil confidence Experience of working in an administrative capacity within financial services. Excellent planning and organisational skills 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\u002F7 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",{"id":551,"slug":552,"title":242,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":544},1237,"paraplanner-chase-de-vere-independent-financial-advisers-limited-2",{"id":554,"slug":555,"title":556,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":557},1238,"administrator-chase-de-vere-independent-financial-advisers-limited","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. Chase De Vere are known as experts in our field and we pride ourselves on the reputation we have built over the past 55 years of business. We know we can’t achieve the results we do without the right people. We are currently looking to recruit a Private Client Support Administrator to join our team. The successful candidate will: Have previous experience of working in an administrative capacity and it would be beneficial if you have financial services experience Have experience working within defined service standards, policies and procedures Be confident using all programmes within the Microsoft Office Suite (Word\u002F Excel\u002F PowerPoint) The role will involve: Providing 1-1 support for Independent Financial Advisers Responding to day to day technical and process queries from Advisers, Administrators and Clients Preparing client meeting packs Recording and updating the back office systems Booking client review appointments and managing IFA’s diary Maintaining client files throughout the application stage Processing new business received via post or online Loading relevant data on to the CRM database Updating IFA’s & Clients’ on the progress of their new business cases Adhering to FCA regulations and internal policy and procedure Developing and maintaining strong working relationships with colleagues across the business In return we offer a fantastic office environment, a great team of people to work alongside and a reputation that we believe speaks for itself. As importantly we offer the following: Basic holiday entitlement of 25 days plus bank holidays (this increases with service and you can also buy extra days in our holiday purchase scheme) An extra day off on your birthday Participation in the Company’s Flexible Benefits Scheme Contributory Pension Scheme Death in Service – 4 x basic salary Training and professional qualification support Opportunities for career progression - we strive to reward your loyalty with professional development Rewards and Initiatives - we love our Employee of the Quarter Scheme and our board members are always looking for ways to reward and recognise how hard our teams work Our annual conference is the event of the year Employee Assistance Programme – offering support to colleagues via telephone and online 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\u002F7 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",{"id":559,"slug":560,"title":561,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":562},1239,"client-operations-administrator-chase-de-vere-independent-financial-advisers-limited","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\u002F7 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",{"id":564,"slug":565,"title":186,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":566},1240,"client-support-administrator-chase-de-vere-independent-financial-advisers-limited","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\u002F7 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",{"id":568,"slug":569,"title":151,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":570},1241,"independent-financial-adviser-chase-de-vere-independent-financial-advisers-limited-2","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. Knowledgeable, trustworthy and proactive. Chase de Vere Financial Advisers listen, advise and work solidly to help our clients plan a financial future that is right for them. Alongside the Level 4 Diploma in Regulated Financial Planning, many of our Advisers have achieved Chartered status. We know that the role of a Financial Adviser is more than just the qualification. It is about recognising business development opportunities, building your confidence and understanding the value of providing truly independent financial advice. This doesn’t happen overnight. This takes time, patience and dedication. Our team at Chase de Vere have the expertise and experience to enable you to achieve your aspirations. WHAT YOU WILL NEED The Level 4 Diploma in Regulated Financial Planning. You can’t advise without this qualification, so it is an essential requirement when considering this role. Networking, presentation and business development skills are central to being a successful Independent Financial Adviser. Our Senior Managers and Competence and Development Team will support you to develop these skills but if you have any experience in these areas it can be really helpful. Self-motivated, engaging, compassionate and client focused are some of the behaviours and qualities that you will need to succeed in this fast paced, rewarding industry. The passion and drive to succeed, while delivering the best possible service to our clients. WHAT YOUR ROLE WILL INVOLVE This role specialises within our expert Private Wealth division. Our clients are professionals at varying stages of their career who are looking to plan ahead in order to secure their financial futures. Your day-to-day role Working closely with our experienced team to develop and enhance your skills within financial advice Providing holistic financial advice to prospective and existing clients Compiling accurate investment reports that reflect client requirements and meet our internal business standards Undertaking regular fact-finding, presentations and service review meetings with clients Striving to recognise and develop new business opportunities Following up on all enquiries to further enhance your business prospects Generating a pipeline of business in order to meet your business plan 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\u002F7 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",{"id":572,"slug":573,"title":151,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":535},1242,"independent-financial-adviser-chase-de-vere-independent-financial-advisers-limited-3",{"id":575,"slug":576,"title":577,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":578},1243,"mailroom-administrator-6-month-ftc-chase-de-vere-independent-financial-advisers-limited","Mailroom Administrator - 6 month FTC","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 successful candidate will provide an effective and efficient service, contributing to the smooth running of the business by providing a high quality, proactive and professional mailroom and scanning service to promote the best possible image of Chase de Vere. To provide a service that will support the day-to-day operation of the business including, but not limited to, Clients, Providers and the wider business. You will offer the most efficient and effective service possible while adhering to strict FCA regulations and internal Chase de Vere procedures. The job holder needs to be an excellent team member with a flexible approach to work to suit business needs and changing priorities. RESPONSIBILITIES Sort, collate and distribute all incoming Mail and courier parcels into bundles for scanning or delivery. Preparation and scanning of documents into our internal document management system. Issue all Outgoing mail in line with the company postage policy. To provide additional delivery or collection services within the building as directed. To adhere to internal company asset register. Ensure that high priority incoming and outgoing mail is processed in accordance with its priority level. To perform regular quality checks resolving any issues with both hard copy and electronic postal scanning systems and redirect inaccurately addressed mail to correct recipient. Carry out other duties as required, including but not limited to moving files & boxes, photocopying, binding, separating and scanning of client files from cold storage and maintaining accurate archiving records to\u002Ffrom our off-site storage provider. Attention to detail is to be applied at all times to ensure 'right first time’ results. Highlight any challenges to the Operational Improvement Manager ensuring that the best solution is applied and that the risk to the business and the clients are kept at a minimum. Provide MI information to managers on a regular basis. Take responsibility of personal development. Ability to work on own initiative and be proactive in problem solving, with clients, advisers and providers. To ensure that client service standards are adhered to at all times. To ensure that tasks are carried out in accordance with CdV procedures and to Legal and Regulatory standards, this will be monitored through objectives and KPIs. To develop and maintain good working relationships with clients, product providers and colleagues throughout the Company. SKILLS & KNOWLEDGE Educated to GCSE or equivalent standard (to include Maths & English) Ideally 2 years mailroom based administration experience preferably within the FS Industry Experience in providing and analysing MI information Accurate computing skills Excellent communication skills, both oral and written Strong interpersonal skills Experience of working to targeted service standards Proven track record in delivering customer satisfaction Knowledge of regulatory requirements is desirable Ability to organise and prioritise workload Adaptable\u002Fflexible approach to work within a changing environment Strong team player Ability to build professional relationships at all levels 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\u002F7 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",{"id":580,"slug":581,"title":582,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":583},1245,"speculative-cvs-chase-de-vere-chase-de-vere-independent-financial-advisers-limited","Speculative CVs - 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. At Chase de Vere we're always on the lookout for talented and ambitious individuals to join our team. If you don't see a role open that the moment that matches your skill set, please submit a copy of your CV and we will be in touch should anything come up. 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\u002F7 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",{"id":585,"slug":586,"title":587,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":588},44327,"junior-investment-analyst-chase-de-vere-independent-financial-advisers-limited","Junior Investment Analyst","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 Junior Investment Analyst reports to the Head of Investment Management and will be a member of Chase de Vere’s Investment Management Team. The Junior Investment Analyst is primarily responsible for the quarterly maintenance and delivery of the Chase de Vere Fund Panels, including a number of other investment panels. The Fund Panels are used by 200 plus Chase de Vere advisers across the company’s offices nationwide. The role is based in the company’s office in central Bath, where the Head of Investment Management is also based. WHAT YOUR ROLE WILL INVOLVE The key element of the role will be to construct and maintain both simple and complex spreadsheets. This will require the Junior Investment Analyst to be extremely proficient in using Excel. In addition, the Junior Investment Analyst will be required to identify and improve efficiencies with regards to current processes. The role is instrumental in the maintenance and development of Chase de Vere’s Investment Proposition (including the advisory business and Discretionary Model Portfolio service), working with external research companies, product providers in requesting and collating information. Responsibilities: Maintaining and developing the company’s core investment fund panels Constructing simple and complex spreadsheets that will support the quantitative requirements of the fund panels Constructing simple and complex spreadsheets that will support the discretionary model portfolio service Assisting with the provision of data, numerical and graphic, that will be used in regular updates and reporting Working with external research companies, product providers for collating regular and ad-hoc information requests Assisting in the administration of the Investment Proposition across multiple investment platforms Producing and maintaining process documents for role responsibilities Adhere to regulatory and compliance guidance at all times while consistently delivering to the highest service standards Demonstrate flexibility to respond to the needs of the business and its clients Have a high level of written English and the ability to produce well written and grammatically correct internal \u002F external communications and reports Ability to manage complex workloads and the ability to multi-task, and prioritise Ability to work unsupervised to manage workload and meet strict deadlines There will be the scope and opportunity for development within the role including moving towards: Analytical fund research Liaising with fund providers and fund managers Contributing fund ideas to the Fund Panels and \u002F or Discretionary Model Portfolios WHAT YOU WILL NEED Qualifications: Educated to degree level or equivalent, either academically or professionally. Experience: A track record of successfully performing administrative responsibilities – a strong compliance and regulatory focus preferred; An understanding of the financial services sector and regulatory context. Skills Extremely proficient in the use of Microsoft Excel – e.g. complex formulas, VBA etc. Superior organisational, operational and administrative skills; Exceptional attention to detail; Strong communication skills, both verbal and written; The ability to work as part of a team and maintain a positive, resilient and flexible approach to work. 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\u002F7 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",{"id":590,"slug":591,"title":592,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":593},44328,"mortgage-administrator-chase-de-vere-independent-financial-advisers-limited","Mortgage 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. Fast paced, varied and demanding. Our mortgage administration team work closely with the Mortgage Advisers to ensure that we deliver the best possible service to our clients. We will provide full training on all the supporting functions and systems. The role holder will support Mortgage Advisers and will be the Client’s main point of contact for any submitted mortgage and\u002For protection business The role holder will be responsible for processing business through until completion or on-risk. WHAT YOUR ROLE WILL INVOLVE New Business Liaise with lenders and providers on progress of mortgage applications. Request and upload all required documentation from the Client as required by the lender of provider. Liaise with any 3rd parties involved in the process. Update Advisers and Clients of progress on outstanding cases. Upload relevant data on to CRM database. Ensure all incoming\u002Foutgoing post is distributed and scanned. Follow up on submitted business through to completion and on-risk status. Client Service Provide an efficient, friendly and professional service to both Clients & Mortgage Advisers. Respond to queries from Mortgage Advisers, colleagues and Clients, taking the appropriate action to ensure the query is dealt with in a timely and effective manner. Respond to written and telephone enquiries from Clients and product providers, taking the appropriate action and updating the client records as required. Deliver excellent client service in accordance with FCA guidelines, internal policy and procedure and company service standards. Ensure that information on Intelligent Office is accurate and up to date. Prepare correspondence for the Mortgage Advisers, as and when required. Training and Development: Drive professional development forward with the support of your line manager to ensure competency across all areas. Communication: Develop and maintain good working relationships with all client support administrators, Mortgage Advisers and management teams in order to provide an efficient and effective service to the Adviser and CdV clients WHAT YOU WILL NEED Previous experience of the mortgage administration preferred Basic knowledge of regulatory requirements Experience of working within defined service standards, policies and procedures Good knowledge of Microsoft Office A proven track record in delivering excellent client satisfaction Good communication skills, both oral and written Excellent planning and organisational skills Accurate keyboard skills Excellent accuracy skills and attention to detail An excellent team player with an adaptable and flexible approach to work Ability to build and develop effective working relationships at all levels 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\u002F7 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",{"id":595,"slug":596,"title":242,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":544},44330,"paraplanner-chase-de-vere-independent-financial-advisers-limited-8",{"id":598,"slug":599,"title":600,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":601},44332,"receptionist-part-time-chase-de-vere-independent-financial-advisers-limited","Receptionist - Part Time","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. As a key member of our team, you will provide a professional and welcoming front-of-house service, acting as the first point of contact for clients, visitors, and colleagues at Chase de Vere. Your role will be crucial in creating a positive first impression of the business, supporting day-to-day office operations, and ensuring the smooth running of reception and administrative activities. This role will be based at our Manchester office and will be part time for 3 days per week – Wednesday, Thursday & Friday. WHAT YOUR ROLE WILL INVOLVE To provide a professional, efficient reception service for both internal and external clients, directing them to the correct person or department and to promote the best possible image of Chase de Vere. To operate the switchboard, ensuring all calls are answered and dealt with in accordance with the agreed service standards. To provide a professional and welcoming front-of-house service, acting as the first point of contact for visitors, clients, and staff. To co-ordinate visitor and staff car parking. To book internal meeting rooms for internal and external clients. To order stationary in line with office requirements for all departments. To organise catering for tea\u002Fcoffee and lunch, for internal meetings as requested. To arrange courier services, as required. Booking travel and arranging transport as and when required. To assist with the facilities management of the office. To perform additional administration duties in order to support the smooth running of the office, as and when required. WHAT YOU WILL NEED Essential Previous experience in a receptionist, front-of-house, or administrative role Excellent verbal and written communication skills Strong organisational and time management skills Professional appearance and manner Proficiency in Microsoft Office (Word, Outlook, Excel) Ability to multitask and prioritise workload Desirable Experience using switchboard systems Experience in a customer-facing environment Familiarity with office management systems or booking tools 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\u002F7 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",{"id":603,"slug":604,"title":220,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":605},36877,"private-client-administrator-chase-de-vere-independent-financial-advisers-limited-3","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 successful candidate will: Have previous experience of working in an administrative capacity in financial services, ideally an IFA setting. Have experience working within defined service standards, policies and procedures Be confident using all programmes within the Microsoft Office Suite (Word\u002F Excel\u002F PowerPoint) The role will involve: Providing 1-1 support for Independent Financial Advisers Responding to day to day technical and process queries from Advisers, Administrators and Clients Preparing client meeting packs Recording and updating the back office systems Booking client review appointments and managing IFA’s diary Maintaining client files throughout the application stage Processing new business received via post or online Loading relevant data on to the CRM database Updating IFA’s & Clients’ on the progress of their new business cases Adhering to FCA regulations and internal policy and procedure Developing and maintaining strong working relationships with colleagues across the business In return we offer a fantastic office environment, a great team of people to work alongside and a reputation that we believe speaks for itself. 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\u002F7 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",{"id":607,"slug":608,"title":609,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":610},36885,"hr-adviser-chase-de-vere-independent-financial-advisers-limited","HR Adviser","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 purpose of this role is to provide proactive, solution focused HR support across the business. You will work closely with managers to build capability, support effective people management, and ensure compliance with employment legislation, internal policies, and regulatory requirements. You will act as a trusted adviser to managers across a wide range of employee relations and HR activities in a fast‑paced, evolving environment. This is a hands‑on, varied position where you will also contribute to wider HR projects and strategic discussions. What’s in it for you? If you’re the right kind of HR Adviser to join us, you’ll find: A supportive, collaborative HR team that will welcome you and help you to develop. A varied and influential role where your advice and expertise directly support managers across the business. Opportunities to develop your HR knowledge, broaden your experience, and contribute to key people projects. Exposure to a wide range of ER cases, HR initiatives, and regulatory requirements, helping you to grow your advisory capability. Responsibilities Employee Relations Support Coaching and guiding managers through a full range of ER matters including disciplinaries, grievances, absence, performance management, and probation. Providing practical, timely advice that balances risk, fairness, and business needs. Supporting the preparation of investigation notes, meeting packs, and outcome letters. Proactive Absence Management Monitor short and long‑term absence cases and work closely with managers to implement early interventions. Support managers with return to work and reasonable adjustment discussions Analyse absence data to identify trends and support business actions to reduce overall absence levels. Manager Capability & Prevention Equipping managers with the knowledge and confidence to manage people issues effectively and consistently. Identifying recurring themes or skills gaps and addressing these through training, guidance, or process improvements. Providing coaching to help prevent issues escalating. ER Landscape & Policy Work Staying up to date with employment law changes and HR best practice. Reviewing and updating HR policies and procedures. Supporting the business with emerging ER topics or complex situations. Regulatory & Compliance Support Assisting with SMCR processes including record‑keeping, audits, and ongoing oversight. Ensuring HR processes and documentation meet regulatory requirements. Recruitment & Talent Support Supporting managers with end‑to‑end recruitment including role scoping, interviews, and candidate evaluation. Helping to ensure fair, inclusive, compliant recruitment practices. Group Reporting Requirements Providing accurate, timely information for Group reporting cycles. Maintaining organised and reliable data sources to ensure compliance and consistency. Experience and Skills Knowledge Proven experience in a generalist HR role providing advisory‑level support. CIPD qualified, working towards qualification, or able to demonstrate equivalent experience. Strong and current knowledge of UK employment legislation. Skills Confident user of HR systems with strong digital capability. Excellent written and verbal communication skills with the ability to build trusted relationships. Highly organised and able to manage competing priorities in a fast‑paced environment. Exceptional attention to detail to ensure accuracy and consistency. Behaviours Discreet, professional, and able to handle sensitive information appropriately. Builds trust through integrity, reliability, and collaboration. Positive, proactive, and committed to continuous improvement. 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\u002F7 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",{"id":612,"slug":613,"title":12,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":614},3095,"picop-administrator-chase-de-vere-independent-financial-advisers-limited","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. We are looking for PICOP (Personal Injury and Court of Protection) Administrators that want to play a crucial part in improving peoples’ 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 our PICOP Adviser, while providing an excellent service to our clients and solicitors. You will be providing full end to end administrative support to our PICOP Advisers alongside supporting our clients who may have sustained severe, life changing injuries thus empathy, compassion and patience is key. WHAT YOU WILL NEED 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 provide a comprehensive administration service to the teams unique Personal Injury Trust Service. To liaise with clients, ensuring all relevant Trust documentation is issued correctly. To produce the relevant paperwork for the client, on behalf of the Adviser, including, quotations, illustrations valuations and client reports. To process new business documentation To accurately facilitate client requests regarding withdrawals, income and tax queries To carry out efficient and effective diary management for the PICOP Advisers. To act as the point of contact for all new enquires from Clients, Solicitors and Barristers. EXPERIENCE & SKILLS Qualified to A-Level standard or equivalent essential Experience within an administration role, preferably within the Financial Services industry 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 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\u002F7 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",{"id":616,"slug":617,"title":618,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":619},3106,"corporate-administrator-chase-de-vere-independent-financial-advisers-limited","Corporate 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 peoples’ lives. We work at pace but as One Team. THE ROLE The key purpose of this role is to provide administrative support to our corporate advisers. You will be a point of contact for our corporate clients whilst providing an excellent customer service to both adviser and client. The Corporate Administrator will support between one and three Corporate Consultants, dependent upon their revenue production and client profile. 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 produce all relevant paperwork for the client on behalf of the Adviser including quotations and announcement packs. To process all new business documentation including the accurate loading of business onto back office systems. To deal with queries from clients, Advisers, colleagues and Product Providers, taking the appropriate action to ensure the query is dealt with in a timely and effective manner. To proactively deliver a high level of technical support and excellent client service in accordance with FCA guidelines, internal policy and procedure and company service standards. EXPERIENCE AND SKILLS 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 Excellent attention to detail Experience within a corporate sales support role within financial services would be advantageous, but not required 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\u002F7 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",{"id":621,"slug":622,"title":291,"location":13,"raw_job_location_address_addressLocality":20,"raw_hiringOrganization_logo_url":13,"raw_description":623},65766,"picop-paraplanner-chase-de-vere-independent-financial-advisers-limited-2","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. Researching, analysing market trends and report writing, Chase de Vere PICOP paraplanners work closely with our advisers to deliver independent financial strategies for individuals, trustees, and deputies in relation to personal injury and clinical negligence cases. Supported by our experienced paraplanning management and development team, you will have the opportunity to work on a wide range of client cases of varying complexity, continually developing your skill and expertise. Our paraplanning teams have exceptional technical and industry knowledge with many having secured their Level 4 Diploma in Regulated Financial Planning, and some continuing their studies towards Chartered. Whilst these qualifications are important, the role of a paraplanner requires so much more – the ability to work independently, a keen eye for detail and a real passion to provide the best independent financial research and advice for our clients. WHAT YOU WILL NEED Technical knowledge is essential in this role, so it is a requirement that you have secured a number of your financial planning (R0) qualifications and be striving to complete your Diploma in Regulated Financial Planning. Experience in a paraplanning role is essential, so we would require you to have worked as a paraplanner for a minimum of 2 years. Teamwork and collaboration are vitally important within this role. If a member of your team is in the midst of a complex report and an urgent piece of work comes in, our paraplanners go above and beyond to help one another out. Given the sensitive nature of our clients circumstances, empathy and compassion are key components when working within the PICOP team. The ability to work in a fast-paced environment whilst maintaining excellent attention to detail. WHAT YOUR ROLE WILL INVOLVE Our paraplanners are critical to our business and the work they do is hugely valued by our clients. Alongside preparing recommendations, our paraplanners review our clients’ finances on an annual basis, asses their exposure to risk and update their financial strategy to reflect their changing circumstances. Your day-to-day role Conducting research on clients’ financial planning arrangements, both existing and recommended, to ensure that the client’s needs and objectives are met. Undertaking investment portfolio analysis, which includes areas such as drawdown analysis Verifying periodical payments have been calculated correctly by the Defendants. Prepare Personal Injury Trust reports and Trust review reports within the desired timescales. Compiling investment, pension and protection illustrations, projections and associated documentation. Writing technical and accurate suitability reports and client service agreement letters Ensuring client files comply with both FCA regulations and our internal policy and procedures. 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\u002F7 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 Are you looking for a career in a dynamic and international environment? Within the International divison 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. Check out below to discover more about them! With its two business lines, Swiss Life Global Solutions offers a broad range of tailored cross-border life insurance solutions to wealthy individuals (Global Private Wealth Solutions) and to international companies (Global Employee Benefits Solutions). Swiss Life Global Solutions operates in Luxembourg, Liechtenstein, Zurich and Singapore. Follow us on LinkedIn elipsLife is an insurance company for institutional clients (B2B business). We focus on insurance products that cover the financial consequences of illness and accidents. At the forefront of our activities are occupational and private pension provision for death and disability risks. Our clients are companies, collective foundations, pension funds and associations. We are present in Italy, Liechtenstein, the Netherlands and Switzerland. Follow us on LinkedIn With offices across the UK and more than 200 professional advisers, Chase de Vere is one of the country's leading independant financial advisers. It covers a wide range of services, including pensions, estate planning, care funding and wealth management, as well as business protection, employee benefits and workplace financial education. Follow us on LinkedIn Swiss Life Select is specialised in financial planning for private households and the brokerage of financial products. In Austria, Czech Republic and Slovakia, Swiss Life Select accompanies its clients in all situations and supports them in leading a self-determined life. Follow us on LinkedIn: Swiss Life Select Austria Swiss Life Select Czech Republic Swiss Life Select Slovakia",{"id":625,"slug":626,"title":220,"location":13,"raw_job_location_address_addressLocality":627,"raw_hiringOrganization_logo_url":13,"raw_description":628},65768,"private-client-administrator-chase-de-vere-independent-financial-advisers-limited-4","Cardiff","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. Chase de Vere are known as experts in our field and we pride ourselves on the reputation we have built over the past 55 years of business. We know we can’t achieve the results we do without the right people. We are currently looking to recruit a Private Client Support Administrator to join our team. What your role will involve Providing 1-1 support for Independent Financial Advisers Responding to day to day technical and process queries from Advisers, Administrators and Clients Preparing client meeting packs Recording and updating the back office systems Booking client review appointments and managing IFA’s diary Maintaining client files throughout the application stage Processing new business received via post or online Loading relevant data on to the CRM database Updating IFA’s & Clients’ on the progress of their new business cases Adhering to FCA regulations and internal policy and procedure Developing and maintaining strong working relationships with colleagues across the business 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. Experience working within defined service standards, policies and procedures 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 a busy adviser 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. Be confident using all programmes within the Microsoft Office Suite (Word\u002F Excel\u002F PowerPoint) 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\u002F7 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 Are you looking for a career in a dynamic and international environment? Within the International divison 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. Check out below to discover more about them! With its two business lines, Swiss Life Global Solutions offers a broad range of tailored cross-border life insurance solutions to wealthy individuals (Global Private Wealth Solutions) and to international companies (Global Employee Benefits Solutions). Swiss Life Global Solutions operates in Luxembourg, Liechtenstein, Zurich and Singapore. Follow us on LinkedIn elipsLife is an insurance company for institutional clients (B2B business). We focus on insurance products that cover the financial consequences of illness and accidents. At the forefront of our activities are occupational and private pension provision for death and disability risks. Our clients are companies, collective foundations, pension funds and associations. We are present in Italy, Liechtenstein, the Netherlands and Switzerland. Follow us on LinkedIn With offices across the UK and more than 200 professional advisers, Chase de Vere is one of the country's leading independant financial advisers. It covers a wide range of services, including pensions, estate planning, care funding and wealth management, as well as business protection, employee benefits and workplace financial education. Follow us on LinkedIn Swiss Life Select is specialised in financial planning for private households and the brokerage of financial products. In Austria, Czech Republic and Slovakia, Swiss Life Select accompanies its clients in all situations and supports them in leading a self-determined life. Follow us on LinkedIn: Swiss Life Select Austria Swiss Life Select Czech Republic Swiss Life Select Slovakia",{"id":630,"slug":631,"title":220,"location":13,"raw_job_location_address_addressLocality":67,"raw_hiringOrganization_logo_url":13,"raw_description":628},65770,"private-client-administrator-chase-de-vere-independent-financial-advisers-limited-5",{"id":633,"slug":634,"title":220,"location":13,"raw_job_location_address_addressLocality":635,"raw_hiringOrganization_logo_url":13,"raw_description":636},65771,"private-client-administrator-chase-de-vere-independent-financial-advisers-limited-6","Leeds","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. Chase De Vere are known as experts in our field and we pride ourselves on the reputation we have built over the past 55 years of business. We know we can’t achieve the results we do without the right people. We are currently looking to recruit a Private Client Support Administrator to join our team. The successful candidate will: Have previous experience of working in an administrative capacity in financial services, ideally an IFA setting. Have experience working within defined service standards, policies and procedures Be confident using all programmes within the Microsoft Office Suite (Word\u002F Excel\u002F PowerPoint) The role will involve: Providing 1-1 support for Independent Financial Advisers Responding to day to day technical and process queries from Advisers, Administrators and Clients Preparing client meeting packs Recording and updating the back office systems Booking client review appointments and managing IFA’s diary Maintaining client files throughout the application stage Processing new business received via post or online Loading relevant data on to the CRM database Updating IFA’s & Clients’ on the progress of their new business cases Adhering to FCA regulations and internal policy and procedure Developing and maintaining strong working relationships with colleagues across the business In return we offer a fantastic office environment, a great team of people to work alongside and a reputation that we believe speaks for itself. 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\u002F7 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 Are you looking for a career in a dynamic and international environment? Within the International divison 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. Check out below to discover more about them! With its two business lines, Swiss Life Global Solutions offers a broad range of tailored cross-border life insurance solutions to wealthy individuals (Global Private Wealth Solutions) and to international companies (Global Employee Benefits Solutions). Swiss Life Global Solutions operates in Luxembourg, Liechtenstein, Zurich and Singapore. Follow us on LinkedIn elipsLife is an insurance company for institutional clients (B2B business). We focus on insurance products that cover the financial consequences of illness and accidents. At the forefront of our activities are occupational and private pension provision for death and disability risks. Our clients are companies, collective foundations, pension funds and associations. We are present in Italy, Liechtenstein, the Netherlands and Switzerland. Follow us on LinkedIn With offices across the UK and more than 200 professional advisers, Chase de Vere is one of the country's leading independant financial advisers. It covers a wide range of services, including pensions, estate planning, care funding and wealth management, as well as business protection, employee benefits and workplace financial education. Follow us on LinkedIn Swiss Life Select is specialised in financial planning for private households and the brokerage of financial products. In Austria, Czech Republic and Slovakia, Swiss Life Select accompanies its clients in all situations and supports them in leading a self-determined life. Follow us on LinkedIn: Swiss Life Select Austria Swiss Life Select Czech Republic Swiss Life Select Slovakia",{"id":638,"slug":639,"title":577,"location":13,"raw_job_location_address_addressLocality":67,"raw_hiringOrganization_logo_url":13,"raw_description":640},65772,"mailroom-administrator-6-month-ftc-chase-de-vere-independent-financial-advisers-limited-2","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. Our Mailroom administrators provide an effective and efficient service, contributing to the smooth running of the business by providing a high quality, proactive and professional mailroom and scanning service to promote the best possible image of Chase de Vere. They support the day-to-day operation of the business including, but Clients, Providers and the wider business. This role is a 6 month FTC. RESPONSIBILITIES Sort, collate and distribute all incoming Mail and courier parcels into bundles for scanning or delivery. Preparation and scanning of documents into our internal document management system. Issue all Outgoing mail in line with the company postage policy. To provide additional delivery or collection services within the building as directed. To adhere to internal company asset register. Ensure that high priority incoming and outgoing mail is processed in accordance with its priority level. To perform regular quality checks resolving any issues with both hard copy and electronic postal scanning systems and redirect inaccurately addressed mail to correct recipient. Carry out other duties as required, including but not limited to moving files & boxes, photocopying, binding, separating and scanning of client files from cold storage and maintaining accurate archiving records to\u002Ffrom our off-site storage provider. Attention to detail is to be applied at all times to ensure 'right first time’ results. Highlight any challenges to the Operational Improvement Manager ensuring that the best solution is applied and that the risk to the business and the clients are kept at a minimum. Provide MI information to managers on a regular basis. Take responsibility of personal development. Ability to work on own initiative and be proactive in problem solving, with clients, advisers and providers. To ensure that client service standards are adhered to at all times. To ensure that tasks are carried out in accordance with CdV procedures and to Legal and Regulatory standards, this will be monitored through objectives and KPIs. To develop and maintain good working relationships with clients, product providers and colleagues throughout the Company. SKILLS & KNOWLEDGE Educated to GCSE or equivalent standard (to include Maths & English) Ideally 2 years mailroom based administration experience preferably within the FS Industry Experience in providing and analysing MI information Accurate computing skills Excellent communication skills, both oral and written Strong interpersonal skills Experience of working to targeted service standards Proven track record in delivering customer satisfaction Knowledge of regulatory requirements is desirable Ability to organise and prioritise workload Adaptable\u002Fflexible approach to work within a changing environment Strong team player Ability to build professional relationships at all levels 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\u002F7 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 Are you looking for a career in a dynamic and international environment? Within the International divison 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. Check out below to discover more about them! With its two business lines, Swiss Life Global Solutions offers a broad range of tailored cross-border life insurance solutions to wealthy individuals (Global Private Wealth Solutions) and to international companies (Global Employee Benefits Solutions). Swiss Life Global Solutions operates in Luxembourg, Liechtenstein, Zurich and Singapore. Follow us on LinkedIn elipsLife is an insurance company for institutional clients (B2B business). We focus on insurance products that cover the financial consequences of illness and accidents. At the forefront of our activities are occupational and private pension provision for death and disability risks. Our clients are companies, collective foundations, pension funds and associations. We are present in Italy, Liechtenstein, the Netherlands and Switzerland. Follow us on LinkedIn With offices across the UK and more than 200 professional advisers, Chase de Vere is one of the country's leading independant financial advisers. It covers a wide range of services, including pensions, estate planning, care funding and wealth management, as well as business protection, employee benefits and workplace financial education. Follow us on LinkedIn Swiss Life Select is specialised in financial planning for private households and the brokerage of financial products. In Austria, Czech Republic and Slovakia, Swiss Life Select accompanies its clients in all situations and supports them in leading a self-determined life. Follow us on LinkedIn: Swiss Life Select Austria Swiss Life Select Czech Republic Swiss Life Select Slovakia",{"id":642,"slug":643,"title":644,"location":13,"raw_job_location_address_addressLocality":67,"raw_hiringOrganization_logo_url":13,"raw_description":645},65773,"private-client-servicing-adviser-chase-de-vere-independent-financial-advisers-limited","Private Client Servicing Adviser","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. Chase de Vere Financial Advisers are known for being knowledgeable, trustworthy, and proactive. They listen, advise, and work diligently to help clients plan a financial future that suits their needs. Due to the company’s continued growth, we are introducing a new Private Client Adviser role. This will involve providing an ongoing service to an existing and established client bank within Chase de Vere. Successful candidates will be able to demonstrate a track record in financial advice, whilst delivering the best possible service to our clients. WHAT YOU WILL NEED Client focused in order to deliver an excellent service and positive outcomes Good networking and presentation skills Self-motivated, engaging and compassionate Passion and drive to succeed Level 4 Diploma in Regulated Financial Planning WHAT YOUR ROLE WILL INVOLVE This role specialises within our expert Private Wealth division. Our clients are professionals at varying stages of their career who are looking to plan ahead in order to secure their financial futures. Your day-to-day role: Client Service: Provide ongoing financial planning services to existing clients ensuring excellent service and regular meetings. Professional Standards: Adhere to Chase de Vere’s professional development scheme and regulatory standards. Client Meetings: Conduct all client meetings in line with business standards. Collaboration: Work closely with operational teams to deliver positive client outcomes. Documentation: Ensure all client files are kept up to date with relevant information. Management Information: Provide relevant information as and when required to support business initiatives. Professional Development: Engage in continuous professional development and increase technical knowledge in specialist areas. 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\u002F7 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 Are you looking for a career in a dynamic and international environment? Within the International divison 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. Check out below to discover more about them! With its two business lines, Swiss Life Global Solutions offers a broad range of tailored cross-border life insurance solutions to wealthy individuals (Global Private Wealth Solutions) and to international companies (Global Employee Benefits Solutions). Swiss Life Global Solutions operates in Luxembourg, Liechtenstein, Zurich and Singapore. Follow us on LinkedIn elipsLife is an insurance company for institutional clients (B2B business). We focus on insurance products that cover the financial consequences of illness and accidents. At the forefront of our activities are occupational and private pension provision for death and disability risks. Our clients are companies, collective foundations, pension funds and associations. We are present in Italy, Liechtenstein, the Netherlands and Switzerland. Follow us on LinkedIn With offices across the UK and more than 200 professional advisers, Chase de Vere is one of the country's leading independant financial advisers. It covers a wide range of services, including pensions, estate planning, care funding and wealth management, as well as business protection, employee benefits and workplace financial education. Follow us on LinkedIn Swiss Life Select is specialised in financial planning for private households and the brokerage of financial products. In Austria, Czech Republic and Slovakia, Swiss Life Select accompanies its clients in all situations and supports them in leading a self-determined life. Follow us on LinkedIn: Swiss Life Select Austria Swiss Life Select Czech Republic Swiss Life Select Slovakia",{"id":647,"slug":648,"title":649,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":650},22615,"senior-paraplanner-chase-de-vere-independent-financial-advisers-limited","Senior Paraplanner","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. Researching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Our paraplanning teams have exceptional technical and industry knowledge with many having secured their Level 4 Diploma in Regulated Financial Planning and some continuing their studies towards Chartered. Whilst these qualifications are important, the role of a paraplanner requires so much more – the ability to work independently, a keen eye for detail and a real passion to provide the best independent financial research and advice for our clients. As a Senior Paraplanner, you will work closely with our Regional Paraplanning Managers to ensure your team feel supported on a daily basis alongside recognising developmental opportunities. You will oversee incoming business and delegate where necessary to ensure all individuals in the team have a manageable and diverse workload. WHAT YOU WILL NEED Technical knowledge is essential in this role, so it is a requirement that you have secured your Diploma in Regulated Financial Planning. Experience in a senior paraplanning role with demonstrated leadership responsibilities. Teamwork and collaboration are vitally important within this role. If a member of your team is in the midst of a complex report and an urgent piece of work comes in, our paraplanners go above and beyond to help one another out. The ability to work in a fast-paced environment whilst maintaining excellent attention to detail. WHAT YOUR ROLE WILL INVOLVE Our senior paraplanners add huge value to our paraplanning teams and regional paraplanners. They are a point of contact for the team on a daily basis and communicate regularly with the regional paraplanner ensuring they are kept up to date on a local level. Alongside the senior responsibilities, our senior paraplanners will also prepare recommendations, review our clients’ finances on an annual basis, asses their exposure to risk and update their financial strategy to reflect their changing circumstances. Your day-to-day role Collaborating with the Paraplanning Team and Regional Paraplanning Manager. Recognising areas of development within the team and sharing best practice. Supporting with recruitment activity ensuring a robust interview process. Conducting research on clients’ financial planning arrangements, both existing and recommended, to ensure that the client’s needs and objectives are met. Undertaking investment portfolio analysis, including asset allocation analysis in line with the clients stated attitude to risk. Compiling investment, pension and protection illustrations, projections and associated documentation. Writing technical and accurate suitability reports and client service agreement letters. Ensuring client files comply with both FCA regulations and our internal policy and procedures. 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\u002F7 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",{"id":652,"slug":653,"title":654,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":655},22616,"team-manager-chase-de-vere-independent-financial-advisers-limited","Team Manager","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. As a Team Manager you will work closely with our Head of Client Support to ensure your team is motivated, continually developed and consistently providing the best level of service to our clients and advisers. You will be working with colleagues of varying levels of experience and will strive for the best possible standards throughout. RESPONSIBILITIES Your role will include – Team Management Responsible for the day-to-day oversight and management of the administration team. Acting as first point of contact for queries, managing workloads within the team and identifying training needs and areas for continuous improvement. To hold regular one to one’s meetings with individuals Client Service To deal with the day to day technical and process queries from Administrators, advisers and clients and to take the appropriate action to ensure the query is dealt with in a timely and effective manner, referring more complex queries to the Regional Operations Manager. To work closely with the Regional Operations Manager to identify and implement the necessary changes to processes, procedures and working practices within the team to address the outputs of the audits and quality checks. To proactively deliver and promote excellent client service in accordance with FCA guidelines, internal policy and procedure and company service standards. Work allocation To assess the department’s workload and capacity on a daily basis, prioritising and reallocating the work as required, to provide an excellent service to the adviser and the clients. To ensure that during periods of holiday and sickness, there is the appropriate level of administration support for advisers at all times. At busy time periods the team manager will also be expected to assist with the work if\u002Fwhen required MI reports To assist the Regional Operations Manager and Senior Manager\u002Fs with collating and implementing the output from the MI reports on a regular basis. Ensure that they use the Operations Dashboard to discuss the admin MI in 121's which feed through to the appraisals. Auditing\u002F quality checks To carry out regular department audits, including monthly file reviews, in order to identify any errors which might indicate a training or development need within the team. To produce recommendations, and to support the Regional Operations Manager to implement the necessary changes. To carry out Virtual Cabinet quality checks for the team, in line with company guidance and standards, to monitor the accuracy of the digitisation of the client files. Communication To hold team ‘huddles’ on a regular basis, providing the team with key updates including any changes to process and procedure. To discuss work levels within the department, reallocating work as appropriate. To develop and maintain good working relationships with the Regional Operations Manager, Senior Managers, Paraplanning Managers, Advisers, Central Operations and Central Service teams in order to ensure effective communication across the business. To act as the point of contact for the Senior Manager\u002Fs in the office in order to assist with any day-to-day queries. WHAT YOU WILL NEED A good level of experience in an administration supervisory role within the financial services, ideally within an IFA Experience of leading or managing a team. A good knowledge and understanding of a wide range of financial products, including employee benefits products. Ability to build and develop effective working relationships at all levels Some experience of training on a one-to-one basis and in a group environment 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\u002F7 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",{"id":657,"slug":658,"title":530,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":659},22618,"senior-manager-chase-de-vere-independent-financial-advisers-limited-3","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. Focused, motivational and inspiring. Our Senior Managers are responsible for motivating and leading our Financial Advisers and sharing best practice. Managing a team of independent Financial Advisers requires someone with a proven record of leading by example, someone who is skilled at coaching and who has excellent industry knowledge. As a Senior Manager at Chase de Vere, we will give you the platform to work alongside some of the best Advisers in the business. Our teams are made up of experienced Advisers alongside those who are just beginning their career within the industry. It is the role of the Senior Manager to adapt their management style to meet all levels of experience. A successful Senior Manager will have the skills and experience to develop and support Advisers at all stages of their career. We know that the best Advisers are those who remain connected with their clients, building a trusted relationship. Our Senior Managers support and encourage this through regular client observations, focused one to one meetings and feedback and coaching sessions. WHAT YOU WILL NEED The Level 4 Diploma in Regulated Financial Planning Dip PFS is essential as you will be responsible for the oversight of regulated individuals. J07 (supervision in a regulated environment) or the equivalent would be a distinct advantage. Significant prior experience in a managerial role, specifically managing Financial Advisers, alongside excellent knowledge and experience of the advisory process. Flexible management and coaching style, enabling you to meet the needs of a team of advisers varying in experience. Proven success as a business leader with commercial acumen and the ability to deliver though others. The ability to work in a fast-paced environment whilst maintaining positive relationships with your team and key stakeholders. WHAT YOUR ROLE WILL INVOLVE You will work closely with their team of Advisers to ensure that each individual is striving to provide the best possible outcomes for their clients. From regular observations, one to one meetings and coaching sessions, to identifying opportunities through data analysis and market research, you will be motivated to ensure each individual in your team is delivering the best possible advice and ongoing service to their clients in a compliant manner. Your day-to-day role Developing objectives and creating business plans for individuals within the team Coaching and mentoring Advisers to ensure business plans are met Taking overall responsibility for achieving cumulative team performance expectations Working closely with Operations and Paraplanning Managers Implementing effective training and development programmes Demonstrating behaviours that are consistent with the FCA’s Statement of Principle and Code of Practice for Approved Persons To ensure the effective delivery of the Senior Management and Certification Regime 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\u002F7 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",{"id":661,"slug":662,"title":654,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":663},22619,"team-manager-chase-de-vere-independent-financial-advisers-limited-2","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. As a Team Manager you will work closely with our Operations Manager to ensure your team is motivated, continually developed and consistently providing the best level of service to our clients and advisers. You will be working with colleagues of varying levels of experience and will strive for the best possible standards throughout. RESPONSIBILITIES Your role will include – Team Management Day to day oversight and management of one of our Business Processing Teams. Acting as first point of contact for queries and escalations, managing workloads within the team and identifying training needs and areas for continuous improvement. Undertake quarterly one to one’s meetings with individuals and annual appraisals. Processing and Administration Deal with the day to day technical and process queries from Central Operations Administrators, Advisers and third party providers in order to take the appropriate action to ensure the query is dealt with in a timely and effective manner, referring more complex queries to the Operations Manager. Work closely with the Operations Manager to identify and implement the necessary changes to processes, procedures and working practices within the team to address the outputs of process reviews, internal audits and quality checks. Proactively deliver and promote excellent client service in accordance with FCA guidelines, internal policy and procedure and company service standards. Work allocation Assess the department’s work load and capacity on a daily basis in order to effectively resource manage, prioritising and reallocating the work as required, to provide an excellent service to clients. Ensure that during periods of holiday and sickness, there is the appropriate level of resource available at all time. MI reports Assist the Operations Manager and Senior Manager\u002Fs with collating and implementing the output from the MI reports on a regular basis. Auditing\u002F quality checks Carry out regular Quality checks in order to identify any issues which might indicate a training or development need within the team. Produce recommendations, and to support the Operations Manager to implement the necessary changes. Communication Develop and maintain good working relationships with the Operations Manager, Senior Managers, Advisers, Servicing Administrators, Paraplanners and Central Service teams in order to ensure effective communication across the business. Initiate and Develop working relationships with third party providers to identify challenges and drive forward change to realise efficiencies. Work alongside 2 other Business Processing Team Managers, to ensure a cohesive and collaborative working environment. Ensure the Department is received effective and consistent communication. WHAT YOU WILL NEED A good level of experience in an administration role within the financial services, ideally within an IFA Experience of leading or managing a team. A good knowledge and understanding of a wide range of financial products, including employee benefits products. Ability to build and develop effective working relationships at all levels Some experience of training on a one to one basis and in a group environment 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\u002F7 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",{"id":218,"slug":219,"title":220,"location":13,"raw_job_location_address_addressLocality":223,"raw_hiringOrganization_logo_url":13,"raw_description":665},"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. Chase De Vere are known as experts in our field and we pride ourselves on the reputation we have built over the past 55 years of business. We know we can’t achieve the results we do without the right people. We are currently looking to recruit a Private Client Support Administrator to join our team. The successful candidate will: Have previous experience of working in an administrative capacity in financial services, ideally an IFA setting. Have experience working within defined service standards, policies and procedures Be confident using all programmes within the Microsoft Office Suite (Word\u002F Excel\u002F PowerPoint) The role will involve: Providing 1-1 support for Independent Financial Advisers Responding to day to day technical and process queries from Advisers, Administrators and Clients Preparing client meeting packs Recording and updating the back office systems Booking client review appointments and managing IFA’s diary Maintaining client files throughout the application stage Processing new business received via post or online Loading relevant data on to the CRM database Updating IFA’s & Clients’ on the progress of their new business cases Adhering to FCA regulations and internal policy and procedure Developing and maintaining strong working relationships with colleagues across the business In return we offer a fantastic office environment, a great team of people to work alongside and a reputation that we believe speaks for itself. 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\u002F7 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",{"id":240,"slug":241,"title":242,"location":13,"raw_job_location_address_addressLocality":245,"raw_hiringOrganization_logo_url":13,"raw_description":544},{"id":343,"slug":344,"title":291,"location":13,"raw_job_location_address_addressLocality":668,"raw_hiringOrganization_logo_url":13,"raw_description":669},"London New Broad Street","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. Researching, analysing market trends and report writing, Chase de Vere PICOP paraplanners work closely with our advisers to deliver independent financial strategies for individuals, trustees, and deputies in relation to personal injury and clinical negligence cases. Supported by our experienced paraplanning management and development team, you will have the opportunity to work on a wide range of client cases of varying complexity, continually developing your skill and expertise. Our paraplanning teams have exceptional technical and industry knowledge with many having secured their Level 4 Diploma in Regulated Financial Planning, and some continuing their studies towards Chartered. Whilst these qualifications are important, the role of a paraplanner requires so much more – the ability to work independently, a keen eye for detail and a real passion to provide the best independent financial research and advice for our clients. WHAT YOU WILL NEED Technical knowledge is essential in this role, so it is a requirement that you have secured a number of your financial planning (R0) qualifications and be striving to complete your Diploma in Regulated Financial Planning. Experience in a paraplanning role is essential, so we would require you to have worked as a paraplanner for a minimum of 2 years. Teamwork and collaboration are vitally important within this role. If a member of your team is in the midst of a complex report and an urgent piece of work comes in, our paraplanners go above and beyond to help one another out. Given the sensitive nature of our clients circumstances, empathy and compassion are key components when working within the PICOP team. The ability to work in a fast-paced environment whilst maintaining excellent attention to detail. WHAT YOUR ROLE WILL INVOLVE Our paraplanners are critical to our business and the work they do is hugely valued by our clients. Alongside preparing recommendations, our paraplanners review our clients’ finances on an annual basis, asses their exposure to risk and update their financial strategy to reflect their changing circumstances. Your day-to-day role Conducting research on clients’ financial planning arrangements, both existing and recommended, to ensure that the client’s needs and objectives are met. Undertaking investment portfolio analysis, which includes areas such as drawdown analysis Verifying periodical payments have been calculated correctly by the Defendants. Prepare Personal Injury Trust reports and Trust review reports within the desired timescales. Compiling investment, pension and protection illustrations, projections and associated documentation. Writing technical and accurate suitability reports and client service agreement letters Ensuring client files comply with both FCA regulations and our internal policy and procedures. 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\u002F7 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",{"id":326,"slug":327,"title":242,"location":13,"raw_job_location_address_addressLocality":67,"raw_hiringOrganization_logo_url":13,"raw_description":671},"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. n\u002Fa 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\u002F7 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",{"id":358,"slug":359,"title":360,"location":13,"raw_job_location_address_addressLocality":67,"raw_hiringOrganization_logo_url":13,"raw_description":673},"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. 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\u002F7 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",{"id":260,"slug":261,"title":220,"location":13,"raw_job_location_address_addressLocality":223,"raw_hiringOrganization_logo_url":13,"raw_description":636},{"id":289,"slug":290,"title":291,"location":13,"raw_job_location_address_addressLocality":668,"raw_hiringOrganization_logo_url":13,"raw_description":623},{"id":277,"slug":278,"title":242,"location":13,"raw_job_location_address_addressLocality":245,"raw_hiringOrganization_logo_url":13,"raw_description":677},"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. Researching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Supported by our experienced paraplanning management and development team, you will have the opportunity to work on a wide range of client cases of varying complexity, continually developing your skill and expertise. Our paraplanning teams have exceptional technical and industry knowledge with many having secured their Level 4 Diploma in Regulated Financial Planning, with some continuing their studies towards Chartered. Whilst these qualifications are important, the role of a paraplanner requires so much more – the ability to work independently, a keen eye for detail and a real passion to provide the best independent financial research and advice for our clients. WHAT YOU WILL NEED Technical knowledge is essential in this role, so it is a requirement that you have secured a number of your financial planning (R0) qualifications and be striving to complete your Diploma in Regulated Financial Planning. Experience in a paraplanning role is essential, so we would require you to have worked as a paraplanner for a minimum of 2 years. Teamwork and collaboration are vitally important within this role. If a member of your team is in the midst of a complex report and an urgent piece of work comes in, our paraplanners go above and beyond to help one another out. The ability to work in a fast-paced environment whilst maintaining excellent attention to detail. WHAT YOUR ROLE WILL INVOLVE Our paraplanners are critical to our business and the work they do is hugely valued by our clients. Alongside preparing recommendations, our paraplanners review our clients’ finances on an annual basis, asses their exposure to risk and update their financial strategy to reflect their changing circumstances. Your day-to-day role Conducting research on clients’ financial planning arrangements, both existing and recommended, to ensure that the client’s needs and objectives are met. Undertaking investment portfolio analysis, including asset allocation analysis in line with the clients stated attitude to risk. Compiling investment, pension and protection illustrations, projections and associated documentation. Writing technical and accurate suitability reports and client service agreement letters Ensuring client files comply with both FCA regulations and our internal policy and procedures. 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\u002F7 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 Are you looking for a career in a dynamic and international environment? Within the International divison 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. Check out below to discover more about them! With its two business lines, Swiss Life Global Solutions offers a broad range of tailored cross-border life insurance solutions to wealthy individuals (Global Private Wealth Solutions) and to international companies (Global Employee Benefits Solutions). Swiss Life Global Solutions operates in Luxembourg, Liechtenstein, Zurich and Singapore. Follow us on LinkedIn elipsLife is an insurance company for institutional clients (B2B business). We focus on insurance products that cover the financial consequences of illness and accidents. At the forefront of our activities are occupational and private pension provision for death and disability risks. Our clients are companies, collective foundations, pension funds and associations. We are present in Italy, Liechtenstein, the Netherlands and Switzerland. Follow us on LinkedIn With offices across the UK and more than 200 professional advisers, Chase de Vere is one of the country's leading independant financial advisers. It covers a wide range of services, including pensions, estate planning, care funding and wealth management, as well as business protection, employee benefits and workplace financial education. Follow us on LinkedIn Swiss Life Select is specialised in financial planning for private households and the brokerage of financial products. In Austria, Czech Republic and Slovakia, Swiss Life Select accompanies its clients in all situations and supports them in leading a self-determined life. Follow us on LinkedIn: Swiss Life Select Austria Swiss Life Select Czech Republic Swiss Life Select Slovakia",{"id":375,"slug":376,"title":360,"location":13,"raw_job_location_address_addressLocality":67,"raw_hiringOrganization_logo_url":13,"raw_description":679},"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. 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\u002F7 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 Are you looking for a career in a dynamic and international environment? Within the International divison 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. Check out below to discover more about them! With its two business lines, Swiss Life Global Solutions offers a broad range of tailored cross-border life insurance solutions to wealthy individuals (Global Private Wealth Solutions) and to international companies (Global Employee Benefits Solutions). Swiss Life Global Solutions operates in Luxembourg, Liechtenstein, Zurich and Singapore. Follow us on LinkedIn elipsLife is an insurance company for institutional clients (B2B business). We focus on insurance products that cover the financial consequences of illness and accidents. At the forefront of our activities are occupational and private pension provision for death and disability risks. Our clients are companies, collective foundations, pension funds and associations. We are present in Italy, Liechtenstein, the Netherlands and Switzerland. Follow us on LinkedIn With offices across the UK and more than 200 professional advisers, Chase de Vere is one of the country's leading independant financial advisers. It covers a wide range of services, including pensions, estate planning, care funding and wealth management, as well as business protection, employee benefits and workplace financial education. Follow us on LinkedIn Swiss Life Select is specialised in financial planning for private households and the brokerage of financial products. In Austria, Czech Republic and Slovakia, Swiss Life Select accompanies its clients in all situations and supports them in leading a self-determined life. Follow us on LinkedIn: Swiss Life Select Austria Swiss Life Select Czech Republic Swiss Life Select Slovakia",{"id":305,"slug":306,"title":242,"location":13,"raw_job_location_address_addressLocality":67,"raw_hiringOrganization_logo_url":13,"raw_description":681},"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. n\u002Fa 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\u002F7 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 Are you looking for a career in a dynamic and international environment? Within the International divison 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. Check out below to discover more about them! With its two business lines, Swiss Life Global Solutions offers a broad range of tailored cross-border life insurance solutions to wealthy individuals (Global Private Wealth Solutions) and to international companies (Global Employee Benefits Solutions). Swiss Life Global Solutions operates in Luxembourg, Liechtenstein, Zurich and Singapore. Follow us on LinkedIn elipsLife is an insurance company for institutional clients (B2B business). We focus on insurance products that cover the financial consequences of illness and accidents. At the forefront of our activities are occupational and private pension provision for death and disability risks. Our clients are companies, collective foundations, pension funds and associations. We are present in Italy, Liechtenstein, the Netherlands and Switzerland. Follow us on LinkedIn With offices across the UK and more than 200 professional advisers, Chase de Vere is one of the country's leading independant financial advisers. It covers a wide range of services, including pensions, estate planning, care funding and wealth management, as well as business protection, employee benefits and workplace financial education. Follow us on LinkedIn Swiss Life Select is specialised in financial planning for private households and the brokerage of financial products. In Austria, Czech Republic and Slovakia, Swiss Life Select accompanies its clients in all situations and supports them in leading a self-determined life. Follow us on LinkedIn: Swiss Life Select Austria Swiss Life Select Czech Republic Swiss Life Select Slovakia",{"id":10,"slug":11,"title":12,"location":13,"raw_job_location_address_addressLocality":20,"raw_hiringOrganization_logo_url":13,"raw_description":683},"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 PICOP (Personal Injury and Court of Protection) Administrators that want to play a crucial part in improving peoples’ 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 our PICOP Adviser, while providing an excellent service to our clients and solicitors. You will be providing full end to end administrative support to our PICOP Advisers alongside supporting our clients who may have sustained severe, life changing injuries thus empathy, compassion and patience is key. WHAT YOU WILL NEED 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 provide a comprehensive administration service to the teams unique Personal Injury Trust Service. To liaise with clients, ensuring all relevant Trust documentation is issued correctly. To produce the relevant paperwork for the client, on behalf of the Adviser, including, quotations, illustrations valuations and client reports. To process new business documentation To accurately facilitate client requests regarding withdrawals, income and tax queries To carry out efficient and effective diary management for the PICOP Advisers. To act as the point of contact for all new enquires from Clients, Solicitors and Barristers. EXPERIENCE & SKILLS Qualified to A-Level standard or equivalent essential Experience within an administration role, preferably within the Financial Services industry 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 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\u002F7 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",{"id":200,"slug":201,"title":186,"location":13,"raw_job_location_address_addressLocality":67,"raw_hiringOrganization_logo_url":13,"raw_description":685},"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\u002F7 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",{"id":169,"slug":170,"title":151,"location":13,"raw_job_location_address_addressLocality":154,"raw_hiringOrganization_logo_url":13,"raw_description":570},{"id":62,"slug":63,"title":64,"location":13,"raw_job_location_address_addressLocality":67,"raw_hiringOrganization_logo_url":13,"raw_description":688},"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 Power Platform & AI Specialist is responsible for supporting and enhancing key business applications across Chase de Vere, delivering innovative solutions through Microsoft Power Platform and AI technologies. The role combines application support, automation, business change and innovation, helping improve operational efficiency, data quality and user experience across the business. Business Applications & Technology Provide application management for key business systems, including configuration changes, enhancements and issue resolution Act as a point of contact for the ongoing support and operation of business applications. Manage relationships with external software providers, platform providers and technology partners. [ Support business change initiatives through the full delivery lifecycle, from requirements gathering to implementation. Provide technical input into key business projects, including system migrations, integrations and service transitions. Produce and maintain technical documentation, user guides, support materials and change records. Support Power BI dashboards and reporting requirements in partnership with the MI team. Power Platform & Automation Design, develop and maintain solutions using Microsoft Power Platform, including Power Apps, Power Automate and Power BI. Deliver automation initiatives that reduce manual processing, increase efficiency and improve data quality. Lead automation projects from concept through to implementation and ongoing support. Investigate business requirements and recommend technology-driven solutions to improve processes. Monitor adoption, usage and effectiveness of Power Platform solutions, recommending enhancements where appropriate. AI & Innovation Act as the business subject matter expert for AI technologies and Microsoft Copilot. Evaluate and support approved AI solutions, ensuring compliance with governance, security and data protection requirements. Promote the adoption of AI and automation technologies across the business. Develop standards, best practices and governance frameworks for the safe use of AI technologies. Deliver training, workshops and knowledge-sharing sessions to increase awareness and adoption of AI capabilities. Monitor benefits realisation and identify opportunities for further innovation and efficiency improvements. What You Will Need Experience supporting and managing business applications within a financial services environment. Strong knowledge of Microsoft Power Platform, including Power Apps, Power Automate and Power BI. Understanding of Microsoft 365 technologies and integration capabilities. Knowledge of AI technologies, Large Language Models and Microsoft Copilot. Experience developing low-code applications and workflow automation solutions. Knowledge of API integrations and data connectivity concepts. Experience gathering business requirements and delivering technology solutions. Strong stakeholder management, communication and training skills. Excellent analytical, problem-solving and organisational abilities. Understanding of information security, governance and industry best practice. Experience delivering automation projects and working with AI-enabled technologies in a business environment. Ability to manage multiple projects and stakeholder priorities whilst working to tight deadlines. 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\u002F7 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",{"id":136,"slug":137,"title":116,"location":13,"raw_job_location_address_addressLocality":67,"raw_hiringOrganization_logo_url":13,"raw_description":690},"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 Compliance Monitoring Officer is responsible for undertaking reviews in line with the risk-based Compliance Monitoring Programme to ensure compliance with regulatory requirements and support Chase de Vere in identifying, assessing and managing regulatory risks. The role requires the holder to undertake reviews from end-to-end, including regulatory research, defining review scope, conducting testing and investigations, analysing data, producing reports and tracking actions through to completion. Compliance Monitoring Programme Assist the Risk and Assurance Manager in the development and maintenance of the annual risk-based Compliance Monitoring Plan. Support the Head of Risk and Compliance and Risk and Assurance Manager with ad hoc reviews, assessments and monitoring activities as required. Undertake risk-based compliance monitoring reviews in accordance with the agreed monitoring plan, including: Researching relevant regulations and guidance to determine the scope of monitoring reviews. Planning and carrying out testing, investigations and data analysis to assess the effectiveness of systems and controls. Identifying areas of non-compliance, potential risks and opportunities for improvement. Producing clear, concise and audience-appropriate reports detailing findings, risks and recommended actions. Working with stakeholders across the business to ensure completion of agreed actions and improvements. Undertake deep dive thematic reviews into specific regulatory or business requirements and provide recommendations where appropriate. Conduct regular monitoring activities on areas of foreseeable risk and provide summary reports of outcomes and actions. Produce management information and reporting to keep the Risk and Assurance Manager and Head of Risk and Compliance informed of ongoing monitoring activities and outcomes. Appointed Representative Undertake monitoring of the Appointed Representative on both a regular and thematic basis. Assess and monitor adherence to regulatory and business requirements. Contribute to annual reporting on the effectiveness of Chase de Vere's oversight arrangements. Maintain action trackers for issues identified through monitoring activities. Follow up actions through to completion and resolution of underlying issues. What You Will Need Good understanding of regulations applicable to an FCA-authorised financial services firm providing financial advice and discretionary management services. Relevant financial services regulation or compliance qualification desirable, although equivalent knowledge gained through experience will also be considered. Industry experience within a relevant role in an FCA-authorised firm. Experience interpreting FCA Handbook requirements and applying them in practice. Experience drafting concise and effective reports and communicating findings to stakeholders. Strong analytical skills with the ability to identify areas of potential risk and assess control effectiveness. Excellent accuracy, attention to detail and organisational skills. Strong written and verbal communication skills. Proficient in Microsoft Office, particularly Excel. Ability to work independently, prioritise workload and build effective relationships with stakeholders at all levels. 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\u002F7 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",{"id":47,"slug":48,"title":12,"location":13,"raw_job_location_address_addressLocality":20,"raw_hiringOrganization_logo_url":13,"raw_description":692},"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 PICOP (Personal Injury and Court of Protection) Administrators that want to play a crucial part in improving peoples’ 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 our PICOP Adviser, while providing an excellent service to our clients and solicitors. You will be providing full end to end administrative support to our PICOP Advisers alongside supporting our clients who may have sustained severe, life changing injuries thus empathy, compassion and patience is key. WHAT YOU WILL NEED 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 provide a comprehensive administration service to the teams unique Personal Injury Trust Service. To liaise with clients, ensuring all relevant Trust documentation is issued correctly. To produce the relevant paperwork for the client, on behalf of the Adviser, including, quotations, illustrations valuations and client reports. To process new business documentation To accurately facilitate client requests regarding withdrawals, income and tax queries To carry out efficient and effective diary management for the PICOP Advisers. To act as the point of contact for all new enquires from Clients, Solicitors and Barristers. EXPERIENCE & SKILLS Qualified to A-Level standard or equivalent essential Experience within an administration role, preferably within the Financial Services industry 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 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\u002F7 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 Are you looking for a career in a dynamic and international environment? Within the International divison 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. Check out below to discover more about them! With its two business lines, Swiss Life Global Solutions offers a broad range of tailored cross-border life insurance solutions to wealthy individuals (Global Private Wealth Solutions) and to international companies (Global Employee Benefits Solutions). Swiss Life Global Solutions operates in Luxembourg, Liechtenstein, Zurich and Singapore. Follow us on LinkedIn elipsLife is an insurance company for institutional clients (B2B business). We focus on insurance products that cover the financial consequences of illness and accidents. At the forefront of our activities are occupational and private pension provision for death and disability risks. Our clients are companies, collective foundations, pension funds and associations. We are present in Italy, Liechtenstein, the Netherlands and Switzerland. Follow us on LinkedIn With offices across the UK and more than 200 professional advisers, Chase de Vere is one of the country's leading independant financial advisers. It covers a wide range of services, including pensions, estate planning, care funding and wealth management, as well as business protection, employee benefits and workplace financial education. Follow us on LinkedIn Swiss Life Select is specialised in financial planning for private households and the brokerage of financial products. In Austria, Czech Republic and Slovakia, Swiss Life Select accompanies its clients in all situations and supports them in leading a self-determined life. Follow us on LinkedIn: Swiss Life Select Austria Swiss Life Select Czech Republic Swiss Life Select Slovakia",{"id":149,"slug":150,"title":151,"location":13,"raw_job_location_address_addressLocality":154,"raw_hiringOrganization_logo_url":13,"raw_description":694},"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. Knowledgeable, trustworthy and proactive. Chase de Vere Financial Advisers listen, advise and work solidly to help our clients plan a financial future that is right for them. Alongside the Level 4 Diploma in Regulated Financial Planning, many of our Advisers have achieved Chartered status. We know that the role of a Financial Adviser is more than just the qualification. It is about recognising business development opportunities, building your confidence and understanding the value of providing truly independent financial advice. This doesn’t happen overnight. This takes time, patience and dedication. Our team at Chase de Vere have the expertise and experience to enable you to achieve your aspirations. WHAT YOU WILL NEED The Level 4 Diploma in Regulated Financial Planning. You can’t advise without this qualification, so it is an essential requirement when considering this role. Networking, presentation and business development skills are central to being a successful Independent Financial Adviser. Our Senior Managers and Competence and Development Team will support you to develop these skills but if you have any experience in these areas it can be really helpful. Self-motivated, engaging, compassionate and client focused are some of the behaviours and qualities that you will need to succeed in this fast paced, rewarding industry. The passion and drive to succeed, while delivering the best possible service to our clients. WHAT YOUR ROLE WILL INVOLVE This role specialises within our expert Private Wealth division. Our clients are professionals at varying stages of their career who are looking to plan ahead in order to secure their financial futures. Your day-to-day role Working closely with our experienced team to develop and enhance your skills within financial advice Providing holistic financial advice to prospective and existing clients Compiling accurate investment reports that reflect client requirements and meet our internal business standards Undertaking regular fact-finding, presentations and service review meetings with clients Striving to recognise and develop new business opportunities Following up on all enquiries to further enhance your business prospects Generating a pipeline of business in order to meet your business plan 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\u002F7 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 Are you looking for a career in a dynamic and international environment? Within the International divison 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. Check out below to discover more about them! With its two business lines, Swiss Life Global Solutions offers a broad range of tailored cross-border life insurance solutions to wealthy individuals (Global Private Wealth Solutions) and to international companies (Global Employee Benefits Solutions). Swiss Life Global Solutions operates in Luxembourg, Liechtenstein, Zurich and Singapore. Follow us on LinkedIn elipsLife is an insurance company for institutional clients (B2B business). We focus on insurance products that cover the financial consequences of illness and accidents. At the forefront of our activities are occupational and private pension provision for death and disability risks. Our clients are companies, collective foundations, pension funds and associations. We are present in Italy, Liechtenstein, the Netherlands and Switzerland. Follow us on LinkedIn With offices across the UK and more than 200 professional advisers, Chase de Vere is one of the country's leading independant financial advisers. It covers a wide range of services, including pensions, estate planning, care funding and wealth management, as well as business protection, employee benefits and workplace financial education. Follow us on LinkedIn Swiss Life Select is specialised in financial planning for private households and the brokerage of financial products. In Austria, Czech Republic and Slovakia, Swiss Life Select accompanies its clients in all situations and supports them in leading a self-determined life. Follow us on LinkedIn: Swiss Life Select Austria Swiss Life Select Czech Republic Swiss Life Select Slovakia",{"id":184,"slug":185,"title":186,"location":13,"raw_job_location_address_addressLocality":67,"raw_hiringOrganization_logo_url":13,"raw_description":696},"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\u002F7 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 Are you looking for a career in a dynamic and international environment? Within the International divison 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. Check out below to discover more about them! With its two business lines, Swiss Life Global Solutions offers a broad range of tailored cross-border life insurance solutions to wealthy individuals (Global Private Wealth Solutions) and to international companies (Global Employee Benefits Solutions). Swiss Life Global Solutions operates in Luxembourg, Liechtenstein, Zurich and Singapore. Follow us on LinkedIn elipsLife is an insurance company for institutional clients (B2B business). We focus on insurance products that cover the financial consequences of illness and accidents. At the forefront of our activities are occupational and private pension provision for death and disability risks. Our clients are companies, collective foundations, pension funds and associations. We are present in Italy, Liechtenstein, the Netherlands and Switzerland. Follow us on LinkedIn With offices across the UK and more than 200 professional advisers, Chase de Vere is one of the country's leading independant financial advisers. It covers a wide range of services, including pensions, estate planning, care funding and wealth management, as well as business protection, employee benefits and workplace financial education. Follow us on LinkedIn Swiss Life Select is specialised in financial planning for private households and the brokerage of financial products. In Austria, Czech Republic and Slovakia, Swiss Life Select accompanies its clients in all situations and supports them in leading a self-determined life. Follow us on LinkedIn: Swiss Life Select Austria Swiss Life Select Czech Republic Swiss Life Select Slovakia",{"id":114,"slug":115,"title":116,"location":13,"raw_job_location_address_addressLocality":67,"raw_hiringOrganization_logo_url":13,"raw_description":698},"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 Compliance Monitoring Officer is responsible for undertaking reviews in line with the risk-based Compliance Monitoring Programme to ensure compliance with regulatory requirements and support Chase de Vere in identifying, assessing and managing regulatory risks. The role requires the holder to undertake reviews from end-to-end, including regulatory research, defining review scope, conducting testing and investigations, analysing data, producing reports and tracking actions through to completion. Compliance Monitoring Programme Assist the Risk and Assurance Manager in the development and maintenance of the annual risk-based Compliance Monitoring Plan. Support the Head of Risk and Compliance and Risk and Assurance Manager with ad hoc reviews, assessments and monitoring activities as required. Undertake risk-based compliance monitoring reviews in accordance with the agreed monitoring plan, including: Researching relevant regulations and guidance to determine the scope of monitoring reviews. Planning and carrying out testing, investigations and data analysis to assess the effectiveness of systems and controls. Identifying areas of non-compliance, potential risks and opportunities for improvement. Producing clear, concise and audience-appropriate reports detailing findings, risks and recommended actions. Working with stakeholders across the business to ensure completion of agreed actions and improvements. Undertake deep dive thematic reviews into specific regulatory or business requirements and provide recommendations where appropriate. Conduct regular monitoring activities on areas of foreseeable risk and provide summary reports of outcomes and actions. Produce management information and reporting to keep the Risk and Assurance Manager and Head of Risk and Compliance informed of ongoing monitoring activities and outcomes. Appointed Representative Undertake monitoring of the Appointed Representative on both a regular and thematic basis. Assess and monitor adherence to regulatory and business requirements. Contribute to annual reporting on the effectiveness of Chase de Vere's oversight arrangements. Maintain action trackers for issues identified through monitoring activities. Follow up actions through to completion and resolution of underlying issues. What You Will Need Good understanding of regulations applicable to an FCA-authorised financial services firm providing financial advice and discretionary management services. Relevant financial services regulation or compliance qualification desirable, although equivalent knowledge gained through experience will also be considered. Industry experience within a relevant role in an FCA-authorised firm. Experience interpreting FCA Handbook requirements and applying them in practice. Experience drafting concise and effective reports and communicating findings to stakeholders. Strong analytical skills with the ability to identify areas of potential risk and assess control effectiveness. Excellent accuracy, attention to detail and organisational skills. Strong written and verbal communication skills. Proficient in Microsoft Office, particularly Excel. Ability to work independently, prioritise workload and build effective relationships with stakeholders at all levels. 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\u002F7 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 Are you looking for a career in a dynamic and international environment? Within the International divison 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. Check out below to discover more about them! With its two business lines, Swiss Life Global Solutions offers a broad range of tailored cross-border life insurance solutions to wealthy individuals (Global Private Wealth Solutions) and to international companies (Global Employee Benefits Solutions). Swiss Life Global Solutions operates in Luxembourg, Liechtenstein, Zurich and Singapore. Follow us on LinkedIn elipsLife is an insurance company for institutional clients (B2B business). We focus on insurance products that cover the financial consequences of illness and accidents. At the forefront of our activities are occupational and private pension provision for death and disability risks. Our clients are companies, collective foundations, pension funds and associations. We are present in Italy, Liechtenstein, the Netherlands and Switzerland. Follow us on LinkedIn With offices across the UK and more than 200 professional advisers, Chase de Vere is one of the country's leading independant financial advisers. It covers a wide range of services, including pensions, estate planning, care funding and wealth management, as well as business protection, employee benefits and workplace financial education. Follow us on LinkedIn Swiss Life Select is specialised in financial planning for private households and the brokerage of financial products. In Austria, Czech Republic and Slovakia, Swiss Life Select accompanies its clients in all situations and supports them in leading a self-determined life. Follow us on LinkedIn: Swiss Life Select Austria Swiss Life Select Czech Republic Swiss Life Select Slovakia",{"id":99,"slug":100,"title":64,"location":13,"raw_job_location_address_addressLocality":67,"raw_hiringOrganization_logo_url":13,"raw_description":700},"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 Power Platform & AI Specialist is responsible for supporting and enhancing key business applications across Chase de Vere, delivering innovative solutions through Microsoft Power Platform and AI technologies. The role combines application support, automation, business change and innovation, helping improve operational efficiency, data quality and user experience across the business. Business Applications & Technology Provide application management for key business systems, including configuration changes, enhancements and issue resolution Act as a point of contact for the ongoing support and operation of business applications. Manage relationships with external software providers, platform providers and technology partners. [ Support business change initiatives through the full delivery lifecycle, from requirements gathering to implementation. Provide technical input into key business projects, including system migrations, integrations and service transitions. Produce and maintain technical documentation, user guides, support materials and change records. Support Power BI dashboards and reporting requirements in partnership with the MI team. Power Platform & Automation Design, develop and maintain solutions using Microsoft Power Platform, including Power Apps, Power Automate and Power BI. Deliver automation initiatives that reduce manual processing, increase efficiency and improve data quality. Lead automation projects from concept through to implementation and ongoing support. Investigate business requirements and recommend technology-driven solutions to improve processes. Monitor adoption, usage and effectiveness of Power Platform solutions, recommending enhancements where appropriate. AI & Innovation Act as the business subject matter expert for AI technologies and Microsoft Copilot. Evaluate and support approved AI solutions, ensuring compliance with governance, security and data protection requirements. Promote the adoption of AI and automation technologies across the business. Develop standards, best practices and governance frameworks for the safe use of AI technologies. Deliver training, workshops and knowledge-sharing sessions to increase awareness and adoption of AI capabilities. Monitor benefits realisation and identify opportunities for further innovation and efficiency improvements. What You Will Need Experience supporting and managing business applications within a financial services environment. Strong knowledge of Microsoft Power Platform, including Power Apps, Power Automate and Power BI. Understanding of Microsoft 365 technologies and integration capabilities. Knowledge of AI technologies, Large Language Models and Microsoft Copilot. Experience developing low-code applications and workflow automation solutions. Knowledge of API integrations and data connectivity concepts. Experience gathering business requirements and delivering technology solutions. Strong stakeholder management, communication and training skills. Excellent analytical, problem-solving and organisational abilities. Understanding of information security, governance and industry best practice. Experience delivering automation projects and working with AI-enabled technologies in a business environment. Ability to manage multiple projects and stakeholder priorities whilst working to tight deadlines. 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\u002F7 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 Are you looking for a career in a dynamic and international environment? Within the International divison 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. Check out below to discover more about them! With its two business lines, Swiss Life Global Solutions offers a broad range of tailored cross-border life insurance solutions to wealthy individuals (Global Private Wealth Solutions) and to international companies (Global Employee Benefits Solutions). Swiss Life Global Solutions operates in Luxembourg, Liechtenstein, Zurich and Singapore. Follow us on LinkedIn elipsLife is an insurance company for institutional clients (B2B business). We focus on insurance products that cover the financial consequences of illness and accidents. At the forefront of our activities are occupational and private pension provision for death and disability risks. Our clients are companies, collective foundations, pension funds and associations. We are present in Italy, Liechtenstein, the Netherlands and Switzerland. Follow us on LinkedIn With offices across the UK and more than 200 professional advisers, Chase de Vere is one of the country's leading independant financial advisers. It covers a wide range of services, including pensions, estate planning, care funding and wealth management, as well as business protection, employee benefits and workplace financial education. Follow us on LinkedIn Swiss Life Select is specialised in financial planning for private households and the brokerage of financial products. In Austria, Czech Republic and Slovakia, Swiss Life Select accompanies its clients in all situations and supports them in leading a self-determined life. Follow us on LinkedIn: Swiss Life Select Austria Swiss Life Select Czech Republic Swiss Life Select Slovakia",{"id":702,"slug":703,"title":704,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":705},3751,"competence-and-development-manager-chase-de-vere-independent-financial-advisers-limited","Competence and Development Manager","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. Supportive, engaging and collaborative. Our Competence and Development Managers are responsible for designing, implementing and delivering companywide training alongside completion of all training and competency activities under SMCR. As a Competence and Development Manager at Chase de Vere you will work with experienced and associate financial advisers to ensure they reach and maintain Competent Adviser Status (CAS). Alongside regular observations, you will collaborate with Senior Managers across the business to identify developmental and training opportunities as well as running regular inductions for new colleagues. We know that the best Advisers are those who remain engaged and are motivated to learn and evolve in an everchanging industry to provide the best industry advice to our clients. At Chase de Vere, it is imperative that our Competence and Development Team are consistently developing their material and methodologies to meet these requirements. WHAT YOU WILL NEED The Level 4 Diploma in Regulated Financial Planning Dip PFS is essential as you will be responsible for the oversight of regulated individuals. J07 (supervision in a regulated environment) or the equivalent would be a distinct advantage. Significant prior experience in a training and competency role, specifically with Financial Advisers. Experience of constructing financial planning advice would be advantageous The ability to work in a fast-paced environment whilst maintaining positive relationships with your team and key stakeholders. WHAT YOUR ROLE WILL INVOLVE Our Competence and Development Managers work closely with advisers across the business to ensure that each individual meets their potential. From regular observations, one to one coaching sessions and collaboration with Senior Managers, our Competence and Development Managers are motivated to ensure each IFA within the company, regardless of level of experience, feels engaged and in control of their development and progression and expertise. Your day-to-day role Liaising with Senior Managers to identify individual and group training requirements Developing and delivering our national training programme Co-ordinating and leading the delivery of knowledge and skills training for advisers and supervisors to ensure Competent Adviser Status (CAS) is achieved Observing live client meetings and creating roleplay opportunities to assess ongoing adviser’s competence Recording one to one meetings with advisers and be responsible for advisers ongoing competence under SMCR. Collaborating with Senior Manager to maintain robust development plans and deliver relevant training based on team objectives Delivering company induction programmes to provide a positive introduction to the company for new entrants 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\u002F7 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",{"id":707,"slug":708,"title":186,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":566},3753,"client-support-administrator-chase-de-vere-independent-financial-advisers-limited-2",{"id":710,"slug":711,"title":116,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":712},3754,"compliance-monitoring-officer-chase-de-vere-independent-financial-advisers-limited","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 Compliance Monitoring Officer is responsible for undertaking reviews in line with the risk-based Compliance Monitoring Programme, to ensure due compliance with the regulatory requirements. The role requires the holder to undertake these reviews from end-to-end; undertake research on the underlying regulations to ascertain the scope of the review, undertake thorough testing and data analysis to investigate whether Chase de Vere has sufficient systems and controls in place to mitigate the regulatory risk and compose considered and measured actions to rectify any issues identified. Compliance Monitoring Programme Assist the Risk and Assurance Manager in the formation of the risk-based compliance monitoring programme. Assist the Head of Risk and Compliance and Risk and Assurance Manager with ad hoc review and assessments, to meet the needs of the business. Undertake risk-based monitoring reviews in accordance with the annual monitoring plan, including: – Devising the scope of a monitoring review through thorough analysis of the underlying regulations and guidance relevant to the risk being assessed. – Planning, and latterly undertaking, testing and data analysis to investigate the systems and controls implemented to mitigate the risk being assessed. – Delivering clear, accurate and relevant reports to stakeholders which communicate the findings of the review and the actions to be taken. – Work with stakeholders to follow through with actions until evidence is provided of their due completion. Appointed Representative Undertake monitoring on the Appointed Representative, both on a regular basis and in thematic review work. Collate information provided by the Appointed Representative and report areas of improvement to the Risk and Assurance Manager Maintain an action tracker for issues identified and work with the AR through to completion of actions and resolution of underlying issues. What you will need Ideally Investment Compliance Diploma (minimum Investment Operations Certificate) or requisite knowledge and experience in the Financial Services Industry. Good understanding of retail investment products, FCA regulated financial services firms and Discretionary Fund Management. A comprehensive working knowledge of the Financial Services and Markets Act, FCA Handbook, Principles for Business. Ability to extract and identify issues of potential risk. A minimum of 5 years’ experience in a compliance role with a first-class knowledge of monitoring, risk management and current regulatory issues as they impact on an FCA authorised firm. Experience of risk-based monitoring systems and audit procedures. Experience of delivering operational change and improving regulatory and business standards. 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\u002F7 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",{"id":714,"slug":715,"title":716,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":717},3755,"financial-accountant-chase-de-vere-independent-financial-advisers-limited","Financial Accountant","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 Financial Accountant will be an integral member of the Finance Team based in Manchester. This role is pivotal within the Private Wealth and Consulting division, which is at the heart of the Chase de Vere Advisory Business. Additionally, the position encompasses financial control of the Central Operations functions, making it an integral part of the Manchester Finance Team. This role will be 18 hours over 3 days per week WHAT YOUR ROLE WILL INVOLVE Assisting in the production and submission of statutory accounts. Handle Companies House submissions, including annual returns and share issues. Documentation of Dividend strategy and payments Supporting the calculation of variable remuneration Contributing to half-yearly and yearly financial reporting to the Group Conduct financial analysis to meet the requirements of the UK business. Aid in company budgeting and forecasting Prepare and post several month-end journals. To support IFRS16 accounting postings. Assist with the year-end audit and interim audit. Provide support for adviser remuneration inquiries. Assist with tax Computations Address queries from Finance Queries help desk. WHAT YOU WILL NEED Fully qualified CIMA\u002FACCA\u002FACA or equivalent qualification desirable Understanding of UK GAAP and IFRS Previous experience working in a finance department preferably in the Financial Services sector. Experience on budgeting and forecasting Production of statutory accounts ideally using software such as Caseware or similar. A basic understanding of UK company tax returns would be advantageous. 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\u002F7 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",{"id":719,"slug":720,"title":242,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":677},51488,"paraplanner-chase-de-vere-independent-financial-advisers-limited-9",{"id":722,"slug":723,"title":724,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":645},51489,"private-client-adviser-chase-de-vere-independent-financial-advisers-limited","Private Client Adviser",{"id":726,"slug":727,"title":728,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":729},51491,"corporate-risk-amp-healthcare-administrator-chase-de-vere-independent-financial-advisers-limited","Corporate Risk & Healthcare 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. The Corporate risk and Healthcare administrator supports all areas of corporate risk to Chase de Vere Advice and Operations teams. The role requires an advanced knowledge of Excel, a proven track record of a methodical and disciplined approach and the ability to communicate with providers and colleagues over technical queries, and confidence to detect and resolve issues that arise. THE ROLE The Corporate & Healthcare Administrator will be expected to develop strong relationships with providers, Chase de Vere Advisers and Corporate Administrators. WHAT'S IN IT FOR YOU? If you’re the right kind of senior 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 assist in operating a broking and re-broking desk and promote greater use of the skills and knowledge of the Corporate Risk Team To research technical queries relating to corporate risk products and to be recognised as a reliable source of information To keep Chase de Vere Corporate Team up to date with issues and changes within the corporate risk market Liaise with product providers To build and maintain effective working relationships with other areas and colleagues in the region\u002Fconsulting processing to ensure everybody is working together towards the same goals Attain\u002Fretain high level of product and business knowledge about all corporate risk products To assist and support the consultants in the securing of new business as necessary To maintain and update the Corporate Risk & Healthcare scheme database Any other duties as deemed appropriate to the role EXPERIENCE AND SKILLS Qualified to A-Level standard or equivalent essential Good communication skills, both verbal and written, with the ability to instil confidence Experience of working in an administrative capacity within financial services. Excellent planning and organisational skills 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\u002F7 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 Are you looking for a career in a dynamic and international environment? Within the International divison 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. Check out below to discover more about them! With its two business lines, Swiss Life Global Solutions offers a broad range of tailored cross-border life insurance solutions to wealthy individuals (Global Private Wealth Solutions) and to international companies (Global Employee Benefits Solutions). Swiss Life Global Solutions operates in Luxembourg, Liechtenstein, Zurich and Singapore. Follow us on LinkedIn elipsLife is an insurance company for institutional clients (B2B business). We focus on insurance products that cover the financial consequences of illness and accidents. At the forefront of our activities are occupational and private pension provision for death and disability risks. Our clients are companies, collective foundations, pension funds and associations. We are present in Italy, Liechtenstein, the Netherlands and Switzerland. Follow us on LinkedIn With offices across the UK and more than 200 professional advisers, Chase de Vere is one of the country's leading independant financial advisers. It covers a wide range of services, including pensions, estate planning, care funding and wealth management, as well as business protection, employee benefits and workplace financial education. Follow us on LinkedIn Swiss Life Select is specialised in financial planning for private households and the brokerage of financial products. In Austria, Czech Republic and Slovakia, Swiss Life Select accompanies its clients in all situations and supports them in leading a self-determined life. Follow us on LinkedIn: Swiss Life Select Austria Swiss Life Select Czech Republic Swiss Life Select Slovakia",{"id":731,"slug":732,"title":530,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":733},51492,"senior-manager-chase-de-vere-independent-financial-advisers-limited-5","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. Focused, motivational and inspiring. Our Senior Managers are responsible for motivating and leading our Financial Advisers and sharing best practice. Managing a team of independent Financial Advisers requires someone with a proven record of leading by example, someone who is skilled at coaching and who has excellent industry knowledge. As a Senior Manager at Chase de Vere, we will give you the platform to work alongside some of the best Advisers in the business. Our teams are made up of experienced Advisers alongside those who are just beginning their career within the industry. It is the role of the Senior Manager to adapt their management style to meet all levels of experience. A successful Senior Manager will have the skills and experience to develop and support Advisers at all stages of their career. We know that the best Advisers are those who remain connected with their clients, building a trusted relationship. Our Senior Managers support and encourage this through regular client observations, focused one to one meetings and feedback and coaching sessions. WHAT YOU WILL NEED The Level 4 Diploma in Regulated Financial Planning Dip PFS is essential as you will be responsible for the oversight of regulated individuals. J07 (supervision in a regulated environment) or the equivalent would be a distinct advantage. Significant prior experience in a managerial role, specifically managing Financial Advisers, alongside excellent knowledge and experience of the advisory process. Flexible management and coaching style, enabling you to meet the needs of a team of advisers varying in experience. Proven success as a business leader with commercial acumen and the ability to deliver though others. The ability to work in a fast-paced environment whilst maintaining positive relationships with your team and key stakeholders. WHAT YOUR ROLE WILL INVOLVE You will work closely with their team of Advisers to ensure that each individual is striving to provide the best possible outcomes for their clients. From regular observations, one to one meetings and coaching sessions, to identifying opportunities through data analysis and market research, you will be motivated to ensure each individual in your team is delivering the best possible advice and ongoing service to their clients in a compliant manner. Your day-to-day role Developing objectives and creating business plans for individuals within the team Coaching and mentoring Advisers to ensure business plans are met Taking overall responsibility for achieving cumulative team performance expectations Working closely with Operations and Paraplanning Managers Implementing effective training and development programmes Demonstrating behaviours that are consistent with the FCA’s Statement of Principle and Code of Practice for Approved Persons To ensure the effective delivery of the Senior Management and Certification Regime 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\u002F7 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 Are you looking for a career in a dynamic and international environment? Within the International divison 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. Check out below to discover more about them! With its two business lines, Swiss Life Global Solutions offers a broad range of tailored cross-border life insurance solutions to wealthy individuals (Global Private Wealth Solutions) and to international companies (Global Employee Benefits Solutions). Swiss Life Global Solutions operates in Luxembourg, Liechtenstein, Zurich and Singapore. Follow us on LinkedIn elipsLife is an insurance company for institutional clients (B2B business). We focus on insurance products that cover the financial consequences of illness and accidents. At the forefront of our activities are occupational and private pension provision for death and disability risks. Our clients are companies, collective foundations, pension funds and associations. We are present in Italy, Liechtenstein, the Netherlands and Switzerland. Follow us on LinkedIn With offices across the UK and more than 200 professional advisers, Chase de Vere is one of the country's leading independant financial advisers. It covers a wide range of services, including pensions, estate planning, care funding and wealth management, as well as business protection, employee benefits and workplace financial education. Follow us on LinkedIn Swiss Life Select is specialised in financial planning for private households and the brokerage of financial products. In Austria, Czech Republic and Slovakia, Swiss Life Select accompanies its clients in all situations and supports them in leading a self-determined life. Follow us on LinkedIn: Swiss Life Select Austria Swiss Life Select Czech Republic Swiss Life Select Slovakia",{"id":735,"slug":736,"title":737,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":738},51495,"central-operations-administrator-chase-de-vere-independent-financial-advisers-limited","Central 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. 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\u002F7 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 Are you looking for a career in a dynamic and international environment? Within the International divison 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. Check out below to discover more about them! With its two business lines, Swiss Life Global Solutions offers a broad range of tailored cross-border life insurance solutions to wealthy individuals (Global Private Wealth Solutions) and to international companies (Global Employee Benefits Solutions). Swiss Life Global Solutions operates in Luxembourg, Liechtenstein, Zurich and Singapore. Follow us on LinkedIn elipsLife is an insurance company for institutional clients (B2B business). We focus on insurance products that cover the financial consequences of illness and accidents. At the forefront of our activities are occupational and private pension provision for death and disability risks. Our clients are companies, collective foundations, pension funds and associations. We are present in Italy, Liechtenstein, the Netherlands and Switzerland. Follow us on LinkedIn With offices across the UK and more than 200 professional advisers, Chase de Vere is one of the country's leading independant financial advisers. It covers a wide range of services, including pensions, estate planning, care funding and wealth management, as well as business protection, employee benefits and workplace financial education. Follow us on LinkedIn Swiss Life Select is specialised in financial planning for private households and the brokerage of financial products. In Austria, Czech Republic and Slovakia, Swiss Life Select accompanies its clients in all situations and supports them in leading a self-determined life. Follow us on LinkedIn: Swiss Life Select Austria Swiss Life Select Czech Republic Swiss Life Select Slovakia",{"id":740,"slug":741,"title":600,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":742},51496,"receptionist-part-time-chase-de-vere-independent-financial-advisers-limited-2","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. As a key member of our team, you will provide a professional and welcoming front-of-house service, acting as the first point of contact for clients, visitors, and colleagues at Chase de Vere. Your role will be crucial in creating a positive first impression of the business, supporting day-to-day office operations, and ensuring the smooth running of reception and administrative activities. This role will be based at our Manchester office and will be part time for 3 days per week – Wednesday, Thursday & Friday. WHAT YOUR ROLE WILL INVOLVE To provide a professional, efficient reception service for both internal and external clients, directing them to the correct person or department and to promote the best possible image of Chase de Vere. To operate the switchboard, ensuring all calls are answered and dealt with in accordance with the agreed service standards. To provide a professional and welcoming front-of-house service, acting as the first point of contact for visitors, clients, and staff. To co-ordinate visitor and staff car parking. To book internal meeting rooms for internal and external clients. To order stationary in line with office requirements for all departments. To organise catering for tea\u002Fcoffee and lunch, for internal meetings as requested. To arrange courier services, as required. Booking travel and arranging transport as and when required. To assist with the facilities management of the office. To perform additional administration duties in order to support the smooth running of the office, as and when required. WHAT YOU WILL NEED Essential Previous experience in a receptionist, front-of-house, or administrative role Excellent verbal and written communication skills Strong organisational and time management skills Professional appearance and manner Proficiency in Microsoft Office (Word, Outlook, Excel) Ability to multitask and prioritise workload Desirable Experience using switchboard systems Experience in a customer-facing environment Familiarity with office management systems or booking tools 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\u002F7 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 Are you looking for a career in a dynamic and international environment? Within the International divison 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. Check out below to discover more about them! With its two business lines, Swiss Life Global Solutions offers a broad range of tailored cross-border life insurance solutions to wealthy individuals (Global Private Wealth Solutions) and to international companies (Global Employee Benefits Solutions). Swiss Life Global Solutions operates in Luxembourg, Liechtenstein, Zurich and Singapore. Follow us on LinkedIn elipsLife is an insurance company for institutional clients (B2B business). We focus on insurance products that cover the financial consequences of illness and accidents. At the forefront of our activities are occupational and private pension provision for death and disability risks. Our clients are companies, collective foundations, pension funds and associations. We are present in Italy, Liechtenstein, the Netherlands and Switzerland. Follow us on LinkedIn With offices across the UK and more than 200 professional advisers, Chase de Vere is one of the country's leading independant financial advisers. It covers a wide range of services, including pensions, estate planning, care funding and wealth management, as well as business protection, employee benefits and workplace financial education. Follow us on LinkedIn Swiss Life Select is specialised in financial planning for private households and the brokerage of financial products. In Austria, Czech Republic and Slovakia, Swiss Life Select accompanies its clients in all situations and supports them in leading a self-determined life. Follow us on LinkedIn: Swiss Life Select Austria Swiss Life Select Czech Republic Swiss Life Select Slovakia",{"id":744,"slug":745,"title":746,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":747},51497,"business-analyst-chase-de-vere-independent-financial-advisers-limited","Business Analyst","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. As a Business Analyst, you will play a key role in supporting positive business change across Chase de Vere. Working closely with business stakeholders, project teams and technology specialists, you will help identify opportunities for improvement, define business requirements, and support the delivery of solutions that enhance processes, systems and ways of working. This is an exciting opportunity for someone who enjoys solving problems, influencing change and acting as the bridge between business needs and technology solutions. WHAT YOUR ROLE WILL INVOLVE Working with stakeholders to understand business challenges, opportunities and objectives, and identifying the underlying business need behind proposed change. Gathering, analysing and documenting business requirements using a variety of techniques including workshops, interviews, process reviews and data analysis. Producing clear, structured and accurate requirements documentation to support project delivery and business decision-making. Mapping current and future state business processes, identifying inefficiencies, risks and opportunities for improvement. Supporting the development of practical solutions that improve customer, adviser and colleague outcomes. Ensuring requirements are reviewed, validated and approved by the appropriate stakeholders and remain traceable throughout the project lifecycle. Supporting business cases and change requests, helping stakeholders understand options, impacts, risks and benefits. Managing and documenting key aspects of the change process, including timelines, actions, decisions, communications and stakeholder engagement activities. Identifying, documenting and helping mitigate project risks, issues, assumptions and dependencies through effective impact assessments and RAID management. Building strong working relationships across the business and acting as a trusted point of contact for business change initiatives. Facilitating workshops, meetings and discussions to support decision-making and ensure business requirements are clearly understood. Supporting successful project delivery and ensuring a smooth transition of solutions into business-as-usual operations. Working closely with the Business Analysis Manager, FinTech Team and wider stakeholders to support strategic and operational change initiatives. WHAT YOU WILL NEED Previous experience in a Business Analyst role, ideally within a regulated environment. Strong understanding of business analysis techniques including requirements elicitation, process mapping, impact assessment and stakeholder analysis. Experience of working with business stakeholders to identify needs, define requirements and support successful change delivery. Knowledge of project and change management methodologies, including Agile and\u002For Waterfall approaches. Ability to produce high-quality business documentation including requirements specifications, process maps, impact assessments and handover materials. Strong process mapping and analytical skills with the ability to identify opportunities for improvement. Excellent communication skills, both written and verbal, with the ability to engage stakeholders at all levels. Strong facilitation skills and confidence leading workshops and stakeholder discussions. Excellent organisational skills with the ability to manage multiple priorities and meet deadlines. Experience of working within financial services would be advantageous. Knowledge of Microsoft Office, Visio, Miro, SharePoint or similar business analysis and collaboration tools would be beneficial. Awareness of AI-enabled tools such as Microsoft Copilot and their application within business analysis and process improvement. BCS Business Analysis Diploma, or willingness to work towards professional qualifications, would be desirable. 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\u002F7 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 Are you looking for a career in a dynamic and international environment? Within the International divison 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. Check out below to discover more about them! With its two business lines, Swiss Life Global Solutions offers a broad range of tailored cross-border life insurance solutions to wealthy individuals (Global Private Wealth Solutions) and to international companies (Global Employee Benefits Solutions). Swiss Life Global Solutions operates in Luxembourg, Liechtenstein, Zurich and Singapore. Follow us on LinkedIn elipsLife is an insurance company for institutional clients (B2B business). We focus on insurance products that cover the financial consequences of illness and accidents. At the forefront of our activities are occupational and private pension provision for death and disability risks. Our clients are companies, collective foundations, pension funds and associations. We are present in Italy, Liechtenstein, the Netherlands and Switzerland. Follow us on LinkedIn With offices across the UK and more than 200 professional advisers, Chase de Vere is one of the country's leading independant financial advisers. It covers a wide range of services, including pensions, estate planning, care funding and wealth management, as well as business protection, employee benefits and workplace financial education. Follow us on LinkedIn Swiss Life Select is specialised in financial planning for private households and the brokerage of financial products. In Austria, Czech Republic and Slovakia, Swiss Life Select accompanies its clients in all situations and supports them in leading a self-determined life. Follow us on LinkedIn: Swiss Life Select Austria Swiss Life Select Czech Republic Swiss Life Select Slovakia",{"id":749,"slug":750,"title":582,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":751},51498,"speculative-cvs-chase-de-vere-chase-de-vere-independent-financial-advisers-limited-3","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. At Chase de Vere we're always on the lookout for talented and ambitious individuals to join our team. If you don't see a role open that the moment that matches your skill set, please submit a copy of your CV and we will be in touch should anything come up. 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\u002F7 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 Are you looking for a career in a dynamic and international environment? Within the International divison 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. Check out below to discover more about them! With its two business lines, Swiss Life Global Solutions offers a broad range of tailored cross-border life insurance solutions to wealthy individuals (Global Private Wealth Solutions) and to international companies (Global Employee Benefits Solutions). Swiss Life Global Solutions operates in Luxembourg, Liechtenstein, Zurich and Singapore. Follow us on LinkedIn elipsLife is an insurance company for institutional clients (B2B business). We focus on insurance products that cover the financial consequences of illness and accidents. At the forefront of our activities are occupational and private pension provision for death and disability risks. Our clients are companies, collective foundations, pension funds and associations. We are present in Italy, Liechtenstein, the Netherlands and Switzerland. Follow us on LinkedIn With offices across the UK and more than 200 professional advisers, Chase de Vere is one of the country's leading independant financial advisers. It covers a wide range of services, including pensions, estate planning, care funding and wealth management, as well as business protection, employee benefits and workplace financial education. Follow us on LinkedIn Swiss Life Select is specialised in financial planning for private households and the brokerage of financial products. In Austria, Czech Republic and Slovakia, Swiss Life Select accompanies its clients in all situations and supports them in leading a self-determined life. Follow us on LinkedIn: Swiss Life Select Austria Swiss Life Select Czech Republic Swiss Life Select Slovakia",{"id":753,"slug":754,"title":530,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":531},6263,"senior-manager-chase-de-vere-independent-financial-advisers-limited-2",{"id":756,"slug":757,"title":186,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":758},6264,"client-support-administrator-chase-de-vere-independent-financial-advisers-limited-3","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 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\u002F7 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",{"id":760,"slug":761,"title":360,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":762},6784,"business-processing-administrator-chase-de-vere-independent-financial-advisers-limited","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. 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\u002F7 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",{"id":764,"slug":765,"title":220,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":665},7407,"private-client-administrator-chase-de-vere-independent-financial-advisers-limited-2",{"id":767,"slug":768,"title":151,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":570},36878,"independent-financial-adviser-chase-de-vere-independent-financial-advisers-limited-4",{"id":770,"slug":771,"title":530,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":659},36879,"senior-manager-chase-de-vere-independent-financial-advisers-limited-4",{"id":773,"slug":774,"title":186,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":671},36880,"client-support-administrator-chase-de-vere-independent-financial-advisers-limited-4",{"id":776,"slug":777,"title":291,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":669},36881,"picop-paraplanner-chase-de-vere-independent-financial-advisers-limited",{"id":779,"slug":780,"title":582,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":583},36882,"speculative-cvs-chase-de-vere-chase-de-vere-independent-financial-advisers-limited-2",{"id":782,"slug":783,"title":242,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":784},36883,"paraplanner-chase-de-vere-independent-financial-advisers-limited-6","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. Researching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Supported by our experienced paraplanning management and development team, you will have the opportunity to work on a wide range of client cases of varying complexity, continually developing your skill and expertise. Our paraplanning teams have exceptional technical and industry knowledge with many having secured their Level 4 Diploma in Regulated Financial Planning, with some continuing their studies towards Chartered. Whilst these qualifications are important, the role of a paraplanner requires so much more – the ability to work independently, a keen eye for detail and a real passion to provide the best independent financial research and advice for our clients. What your role will involve Our paraplanners are critical to our business and the work they do is hugely valued by our clients. Alongside preparing recommendations, our paraplanners review our clients’ finances on an annual basis, asses their exposure to risk and update their financial strategy to reflect their changing circumstances. Your day-to-day role Conducting research on clients’ financial planning arrangements, both existing and recommended, to ensure that the client’s needs and objectives are met. Undertaking investment portfolio analysis, including asset allocation analysis in line with the clients stated attitude to risk. Compiling investment, pension and protection illustrations, projections and associated documentation. Writing technical and accurate suitability reports and client service agreement letters Ensuring client files comply with both FCA regulations and our internal policy and procedures. What you will need Technical knowledge is essential in this role, so it is a requirement that you have secured a number of your financial planning (R0) qualifications and be striving to complete your Diploma in Regulated Financial Planning. Experience in a paraplanning role is essential, so we would require you to have worked as a paraplanner for a minimum of 2 years. Teamwork and collaboration are vitally important within this role. If a member of your team is in the midst of a complex report and an urgent piece of work comes in, our paraplanners go above and beyond to help one another out. The ability to work in a fast-paced environment whilst maintaining 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\u002F7 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",{"id":786,"slug":787,"title":242,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":544},36884,"paraplanner-chase-de-vere-independent-financial-advisers-limited-7",{"id":789,"slug":790,"title":242,"location":13,"raw_job_location_address_addressLocality":154,"raw_hiringOrganization_logo_url":13,"raw_description":677},65769,"paraplanner-chase-de-vere-independent-financial-advisers-limited-10",{"id":792,"slug":793,"title":151,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":694},51494,"independent-financial-adviser-chase-de-vere-independent-financial-advisers-limited-5",{"id":795,"slug":796,"title":242,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":797},18198,"paraplanner-chase-de-vere-independent-financial-advisers-limited-3","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. Researching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Supported by our experienced paraplanning management and development team, you will have the opportunity to work on a wide range of client cases of varying complexity, continually developing your skill and expertise. Our paraplanning teams have exceptional technical and industry knowledge with many having secured their Level 4 Diploma in Regulated Financial Planning, with some continuing their studies towards Chartered. Whilst these qualifications are important, the role of a paraplanner requires so much more – the ability to work independently, a keen eye for detail and a real passion to provide the best independent financial research and advice for our clients. WHAT YOU WILL NEED Technical knowledge is essential in this role, so it is a requirement that you have secured a number of your financial planning (R0) qualifications and be striving to complete your Diploma in Regulated Financial Planning. Experience in a paraplanning role is essential, so we would require you to have worked as a paraplanner for a minimum of 2 years. Teamwork and collaboration are vitally important within this role. If a member of your team is in the midst of a complex report and an urgent piece of work comes in, our paraplanners go above and beyond to help one another out. The ability to work in a fast-paced environment whilst maintaining excellent attention to detail. WHAT YOUR ROLE WILL INVOLVE Our paraplanners are critical to our business and the work they do is hugely valued by our clients. Alongside preparing recommendations, our paraplanners review our clients’ finances on an annual basis, asses their exposure to risk and update their financial strategy to reflect their changing circumstances. Your day-to-day role: Conducting research on clients’ financial planning arrangements, both existing and recommended, to ensure that the client’s needs and objectives are met. Undertaking investment portfolio analysis, including asset allocation analysis in line with the clients stated attitude to risk. Compiling investment, pension and protection illustrations, projections and associated documentation. Writing technical and accurate suitability reports and client service agreement letters Ensuring client files comply with both FCA regulations and our internal policy and procedures. 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\u002F7 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",{"id":799,"slug":800,"title":242,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":544},18199,"paraplanner-chase-de-vere-independent-financial-advisers-limited-4",{"id":802,"slug":803,"title":242,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":784},19980,"paraplanner-chase-de-vere-independent-financial-advisers-limited-5",{"id":805,"slug":806,"title":807,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":808},3752,"regional-paraplanner-manager-chase-de-vere-independent-financial-advisers-limited","Regional Paraplanner Manager","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. Focused, motivational and inspiring. Our Regional Paraplanning Managers are responsible for managing, motivating and developing our Paraplanners and Report Writers to prepare high quality written advice, and provide technical research services to the Private Client Advisers. You will work closely with the Operations Director, other Regional Paraplanner Managers and Senior Paraplanners, and in conjunction with key stakeholders across the business, to deliver an efficient and robust paraplanning service which meets the objectives of the Advisers, the needs of the business and adheres to Business Quality Standards at all times. WHAT YOU WILL NEED Qualifications Diploma in Regulated Financial Planning or Level 4 equivalent. Chartered status, preferable Experience An effective people manager with the ability to develop, motivate and empower others. Ideally will have proven experience of managing a large team of highly productive paraplanners Ideally will have previous experience of managing across a number of sites. In depth paraplanning experience within an IFA with a good knowledge of pension transfers; investments; SIPPS; post retirement and inheritance tax planning. Good IT skills and competent use of various research tools, ideally Financial Express The ability to balance the commercial needs of the business alongside regulatory requirements. First class communication skills and the ability to develop effective working relationships at all levels Provision of technical support to Report Writers\u002FParaplanners To possess an in-depth awareness and technical knowledge of Financial Services products and services. A proven ability to work under pressure and effectively prioritise. To demonstrate an excellent understanding of the compliance framework and regulatory requirements including: FCA principles; Data Protection; Anti-Bribery and Corruption legalisation WHAT YOUR ROLE WILL INVOLVE To train, manage, develop and motivate a team of Paraplanners and Report Writers to ensure the team is delivering an excellent service to the Advisers in order to assist them in achieving their fee income targets, meeting their client servicing commitments and complying with business quality standards. To effectively manage the workflow between the Advisers and the Paraplanners\u002FReport Writers, to ensure that the resource is allocated directly in line with the business requirements. Conduct regular one to one meetings and annual appraisals and regularly review the training and development requirements of the Paraplanners and Report Writers through clear objectives and individual development plans. To provide a first class paraplanner service to Private Client Advisers, when required. To develop company standards and promote consistency within the paraplanner role across the regional offices. To contribute to the production of compliant business by overseeing and ensuring the efficient preparation of high-quality written advice and the delivery of technical research services to the advisers, in line with the Company’s Business Quality Standards. To make a significant contribution to the continuing development of the paraplanner role across the business by evaluating and recommending improvements to the paraplanning process and operating procedures, and implementing changes, as necessary. To drive productivity and quality in line with KPIs and business objectives, whilst maintaining effective employee engagement, cultivating a professional, motivated and high performing team. To identify areas for improvement in the client service experience and to help increase adviser productivity through effective and efficient paraplanner support, ultimately allowing Advisers to spend more time with their clients. To comply with the relevant compliance, regulatory, TCF and Financial Crime Procedures at all times. 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\u002F7 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","Chase de Vere Independent Financial Advisers Limited ist ein führendes unabhängiges Finanzberatungsunternehmen mit Sitz in London, UK. Das Unternehmen spezialisiert sich auf die Bereitstellung maßgeschneiderter Finanzberatung für Privatpersonen und Unternehmen und bietet eine umfassende Palette von Dienstleistungen an, darunter Vermögensverwaltung, Altersvorsorgeplanung und Versicherungslösungen. Mit einem Engagement für Exzellenz und Integrität hat sich Chase de Vere als vertrauenswürdiger Partner für Kunden etabliert, die Expertenrat in Finanzfragen suchen.","Chase de Vere Independent Financial Advisers Limited is a leading independent financial advisory firm based in London, UK. Specializing in providing bespoke financial advice to individuals and businesses, the company offers a comprehensive range of services including investment management, retirement planning, and insurance solutions. With a commitment to excellence and integrity, Chase de Vere has established itself as a trusted partner for clients seeking expert financial guidance.",51.5167908,-0.0842929,"60 New Broad Street","EC2M 1JJ","United Kingdom"]