Financial Advisory Client Support Specialist

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

Benefits offered by this job

25 days annual leave

Pension scheme

Life assurance 4x salary

Induction and training programme

Funded exams and study leave

Flexible benefits package

Buy additional holiday days

Cycle to work scheme

Volunteer days

Employee Assistance Programme

Job summary

Chase de Vere in Manchester is seeking a Client Support Administrator to join our busy client support team. You will work closely with financial advisers to prepare client meeting packs, review regulatory documents and manage fee processing for new and ongoing business.

The role offers full-time hours in Manchester with comprehensive training, ongoing professional development, and a clear route to paraplanning or adviser progression within our academy programmes.

Qualifications

• Experience in a financial advisory firm is required.
• Excellent communication skills via email and phone are essential.
• Strong time management and organisational skills are vitally important.
• Ability to work in a fast-paced environment with attention to detail.

Responsibilities

• Producing and collating client meeting documentation including portfolio valuations, application forms and 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 and company service standards are met.

Skills

Experience in financial advisory firm

Excellent communication skills

Time management & organisation

Attention to detail under pressure

Job description

Chase de Vere in Manchester is seeking a Client Support Administrator to join our busy client support team. You will work closely with financial advisers to prepare client meeting packs, review regulatory documents and manage fee processing for new and ongoing business.

The role offers full-time hours in Manchester with comprehensive training, ongoing professional development, and a clear route to paraplanning or adviser progression within our academy programmes.