Central Operations Administrator

Swiss Life; Manchester; On-site; GBP 26,000 - 36,000; Full time

Job summary

Chase de Vere, part of Swiss Life, is seeking a diligent Client Services professional to support Advisers and deliver high-quality client service. You will help process new business, perform compliance checks, and ensure FCA regulations are followed while maintaining strong communication with clients and internal teams.

The role emphasizes ownership of tasks from start to finish, coordinating with Paraplanners, Administrators and Advisers, and maintaining accurate records and timely updates

Qualifications

• 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.

Responsibilities

• Ensure all fees in relation to business processing are produced and followed up as required.
• Carry out compliance documents checks in accordance with FCA guidelines and internal standards.
• Take ownership of all business processing through to completion, monitoring progress and updating Advisers and Clients as appropriate.
• Develop and maintain good working relationships with Client Support Administrators, Paraplanners, Advisers and Central Services Management Team.
• Liaise with external providers to ensure timely completion of transfers affecting client portfolios.

Skills

Communication skills

Organisational skills

Regulatory knowledge

Attention to detail

Verbal communication

Education

A-Level standard or equivalent

Job description

Overview

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.

Role summary

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.

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

Benefits

• 25 days annual leave (increases to 30 days with service) plus Bank Holidays
• Contributory pension scheme
• Life assurance – 4 x annual salary
• Comprehensive induction and training programme
• Funded exams and paid study leave
• A wide range of voluntary flexible benefits to suit your individual needs
• The option to buy additional holiday days
• Cycle to work Scheme
• Paid volunteering days each year
• Employee Assistance Programme with access to a 24/7 helpline
• Access to our free mortgage service, through our internal mortgage team
• Our Employee Forum and Diversity & Inclusion group
• Local and companywide events in support of our company charities

About the employer

Within the International division of Swiss Life, we are looking for self-determined individuals ready to unleash their talent and shape their career. We have offices in ten countries under four brands. 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