Financial Services Case Processing Administrator

Chase de Vere Medical; Manchester; On-site; GBP 23,000 - 29,000; Full time

Benefits offered by this job

Annual bonus

25 days holiday

Birthday day off

Life assurance – 4 x salary

Induction and training programme

Funded exams and paid study leave

Cycle to work scheme

Volunteering days

Employee Assistance Programme

Mortgage service access

Diversity & Inclusion group

Job summary

Chase de Vere Medical in Manchester is seeking an Administrator to deliver an efficient and effective support service to our Advisers and clients, while ensuring compliance with FCA regulations. You will assist with processing new business and maintaining excellent client service.

You will manage fees, perform compliance checks, own cases through to completion, and foster strong relationships with Client Support Administrators, Paraplanners, Advisers and the Central Services Management Team.

Qualifications

• Good communication skills, both verbal and written.
• Excellent prioritisation and organisational skills.
• Attention to detail and accuracy in processing.
• Ability to work as part of a team and independently.

Responsibilities

• Deliver an efficient and effective support service to Advisers and clients.
• Assist Advisers in processing of new business and client service.
• Carry out compliance document checks in line with FCA guidelines.
• Take ownership of business processing through to completion and update parties throughout the process.
• Maintain relationships with Client Support Administrators, Paraplanners, Advisers and management.

Skills

Communication skills

Organisation

Attention to detail

Prioritisation

Education

A-Level or equivalent

Job description

Chase de Vere Medical in Manchester is seeking an Administrator to deliver an efficient and effective support service to our Advisers and clients, while ensuring compliance with FCA regulations. You will assist with processing new business and maintaining excellent client service.

You will manage fees, perform compliance checks, own cases through to completion, and foster strong relationships with Client Support Administrators, Paraplanners, Advisers and the Central Services Management Team.