Finance Processing & Client Service Administrator

Swiss Life; Manchester; On-site; GBP 30,000 - 44,000; Full time

Job summary

Chase de Vere, part of the Swiss Life Group, is looking for a Client Support Administrator to deliver efficient support to the Adviser and clients, processing new business and ensuring service excellence in line with FCA regulations.

You will own case progression, ensure timely updates to Advisers and clients, and build strong relationships with Client Support Administrators, Paraplanners and the Central Services team, while benefiting from ongoing professional development.

Qualifications

• Qualified to A-Level standard or equivalent essential
• Excellent planning and organisational skills
• Basic knowledge of regulatory requirements
• Excellent attention to detail

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

Skills

Good communication

Planning & organisation

Regulatory knowledge

Attention to detail

Education

A-Level standard or equivalent

Job description

Chase de Vere, part of the Swiss Life Group, is looking for a Client Support Administrator to deliver efficient support to the Adviser and clients, processing new business and ensuring service excellence in line with FCA regulations.

You will own case progression, ensure timely updates to Advisers and clients, and build strong relationships with Client Support Administrators, Paraplanners and the Central Services team, while benefiting from ongoing professional development.