Client Support Administrator

Swiss Life; Manchester; On-site; GBP 21,000 - 27,000; Full time

Benefits offered by this job

25 days annual leave

Contributory pension

Life assurance – 4 x annual salary

Funded exams and paid study leave

Cycle to work

Volunteer days

Employee Assistance Programme

Job summary

Chase de Vere in the United Kingdom is seeking a Client Support Administrator to support advisers and paraplanners by producing meeting documentation, processing fees, and tracking new business in a fast-paced environment.

You will deliver high-quality service to clients, maintain FCA compliance, manage multiple tasks, and access funded study and training opportunities within Chase de Vere's development programmes.

Qualifications

• Experience of working within a financial advisory firm.
• Strong communication skills via email and phone.
• Good time management and organisational skills.

Responsibilities

• Producing and collating client meeting documentation for advisers (portfolio valuations, application forms, regulatory documents).
• Processing fees for 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 compliance.
• Responding to queries from advisers, clients and product providers.

Skills

Financial advisory experience

Excellent communication

Time management

Job description

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

• 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.

• 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

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