Financial Advisory Client Support Specialist

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 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.