Client Support Administrator

Chase de Vere; Manchester; Hybrid; GBP 26,000 - 32,000; Full time

Benefits offered by this job

Annual bonus

Birthday day off

Life assurance - 4x salary

Induction and training programme

Funded exams and paid study leave

Flexible benefits package

Extra holiday days purchase

Cycle to work scheme

Volunteering days

Job summary

Chase de Vere in Manchester is seeking a capable client support administrator to work closely with financial advisers and paraplanners, delivering the highest standard of service to new and existing clients.

You will benefit from dedicated training, funded exams, and in-house progression programmes into paraplanning or advisory roles, with a welcoming culture and flexible benefits.

Qualifications

• Experience of working within a financial advisory firm.
• Excellent communication via email and phone.
• Strong time management to handle multiple tasks and deadlines.
• Attention to detail in documentation and compliance.

Responsibilities

• Producing and collating client meeting documentation for advisers – 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 FCA guidelines and company standards are met.
• Responding to queries from advisers, clients and product providers.

Skills

Communication skills

Time management

Attention to detail

Professional telephone/email

Job description

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 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.

• 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

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’s in it for you?

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.

• Opportunity to earn an annual bonus
• A day off for your birthday
• Life assurance – 4 x 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
• Two paid volunteering days each year, to support your local community
• 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