Operations Administrator

Swiss Life Global Solutions; Manchester; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading financial advice firm is seeking an Administrator to support Advisers and deliver excellent service to clients. This role involves processing new business, ensuring compliance, and maintaining strong relationships within the team. Join a nurturing culture with great benefits and opportunities for professional development.

Benefits

25 days annual leave

Contributory pension scheme

Life assurance – 4 x annual salary

Comprehensive induction and training programme

Funded exams and paid study leave

Cycle to work Scheme

Paid volunteering days

Employee Assistance Programme

Qualifications

• Experience in processing business and compliance checks.
• Ability to develop relationships with clients and team members.

Responsibilities

• Ensure all fees related to business processing are produced and followed up.
• Carry out compliance document checks according to FCA guidelines.
• Monitor progress of business processing and update Advisers and Clients.

Skills

Compliance

Communication

Client Relationship 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.

Being one of the country’s top independent financial advisers is no mean feat. But, our independence is key to everything we do. We believe staunchly that the best financial advice for our clients is independent financial advice.

We are looking for Administrators that want to play a crucial part in improving people’s lives. We work at pace but as One Team.

THE ROLE

The key function of the role is to deliver an efficient and effective support service to our Advisers, while providing an excellent service to our clients.

You will assist the Advisers in the processing of new business, and the provision of an excellent service to all clients, while adhering at all times to the strict FCA regulations and internal policy and procedure.

If you’re the right kind of administrator to join us, you’ll find a company:

• That wants you to be a success and will do everything we can to make it happen
• That will invest heavily in your professional development and keep you at the leading edge of technology
• That is going from strength-to-strength every year, and want you to be a part of that
• That provides the reassurance and security of being an integral member of the Swiss Life Group

RESPONSIBILITIES

• To ensure that all fees related 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

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. Alongside a competitive salary with the opportunity to earn an annual bonus, we also provide the below benefits:

• 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